2 to 4 Weeks
Typical launch window
Includes mapping workshop, staged QA, and cutover runbook.
Case management
MHSB Certified Clio Partner - Partner-verified implementation support from MHSB.
C Clio
Automatically sync matters from Lawmatics to Clio eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Clio for efficient case management upon lead conversion.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
5 Core Modules
Bidirectional controls
Conversion, notes, files, relationships, and resync governance.
100%
Manual re-entry eliminated
Intake data is promoted into Clio matters through governed automation.
1 Owner
Escalation path
MHSB assigns implementation ownership and go-live support.
"MHSB turned our Clio handoff into a repeatable system. Intake and operations finally trust the same data."
What You Get With This Integration
- Automatic matter creation in Clio upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Clio
- Manually sync matters or set it as an automation action
- Update Clio matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter sync
Lawmatics seamlessly integrates with Clio, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Clio.
Custom field mapping
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Automation potential
Map any or all of your Lawmatics fields to your Clio fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Clio matter.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Clio matter.
Partner Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on mapping complexity and QA depth.
- 1
Confirm matter conversion criteria and who is authorized to trigger conversion.
- 2
Map required fields for contacts, matters, and relationships before go-live.
- 3
Enable sync settings for notes, files, and relationships based on firm policy.
- 4
Run pilot conversions and validate status, dates, and mapped fields in Clio.
- 5
Document a resync SOP for exception handling and data correction.
QA Checklist
- Converted matters appear in Clio with expected matter type and assignee.
- Critical mapped fields (matter name, source, owner) transfer without truncation.
- Relationship and note sync behavior matches firm privacy requirements.
- Resync updates changed fields without creating duplicate matters.
Common Handoff Risks
- Incomplete field mapping can produce unusable matters in Clio.
- Uncontrolled manual conversion can bypass required intake checks.
- Relationship sync may expose contacts that should remain internal-only.
When This Integration Is the Right Fit
- Move signed retainers from intake to active matters without duplicate entry.
- Keep case-management records aligned with intake notes and relationship updates.
- Maintain consistent reporting when multiple staff members handle conversion.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Clio + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically sync matters from Lawmatics to Clio eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Clio for efficient case management upon lead conversion.
Supplemental Guidance
The integration between Lawmatics and Clio Manage enhances your firm’s workflow by connecting the client intake process with case management in one smooth action. With Lawmatics, you can efficiently manage leads and automate client intake, while Clio Manage takes care of matter tracking, billing, and time management. This integration eliminates the need for duplicate data entry and ensures that information flows seamlessly from Lawmatics to Clio Manage, keeping everything organized and connected.
Integration FAQ
Can we sync only hired matters and keep prospects out of Clio?
Yes. Configure conversion rules so only qualified/hired records trigger matter sync.
How do we prevent duplicate matters if someone clicks convert twice?
MHSB implements conversion guardrails and QA checks, then documents a resync path for safe corrections.
Can we phase Clio sync features instead of turning everything on at once?
Yes. MHSB typically launches conversion + core fields first, then enables notes, files, and relationship sync in controlled waves.
Will this work with our current intake stages and custom statuses?
Yes. We map your existing Lawmatics stages and status model into Clio matter rules, then validate with pilot scenarios before full rollout.
Implementation Packages
Choose Your Clio Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Clio Launch Sprint
Design and launch conversion sync, field mappings, and matter guardrails with production QA.
Ideal for: Firms moving from manual handoff to a reliable baseline integration.
Most Selected
Clio Scale Hardening
Expand synchronization controls for notes, files, relationships, and exception handling with SOPs.
Ideal for: Growing teams with multi-owner intake and higher conversion volume.
Clio Operating System
Combine Clio sync with Lawmatics automation and reporting standards for end-to-end lifecycle control.
Ideal for: Firms standardizing intake-to-matter execution across departments.
Launch Clio in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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