Integrations
How Clio Sync Works
Keeping your watch data current after initial import
Last updated February 22, 2026
How Clio Sync Works
After importing matters, ObituaryMonitor can keep watch data current by re-syncing with Clio.
What Gets Updated on Sync
When a watch is synced from Clio, the following fields are refreshed using live data from Clio. Existing values are only overwritten if Clio provides a non-empty value — local edits are preserved if Clio returns nothing.
| Field | Updated? |
|---|---|
| First Name | Yes (from contact) |
| Last Name | Yes (from contact) |
| Date of Birth | Yes (from contact) |
| City | Yes (from contact address) |
| State | Yes (from contact address) |
| Case Number | Yes (from matter) |
| Assigned To | Yes (from responsible attorney) |
| Case Type | Yes (remapped from practice area) |
| Date of Interest | Yes (from matter open date) |
Fields like Internal Notes, Tags, and Priority Level are never overwritten by sync — those remain local.
Re-Syncing an Individual Watch
To refresh a single watch from Clio:
- Open the watch detail page
- Look for the Sync from Clio button (visible on Clio-linked watches)
- Click it — the watch updates immediately
Bulk Sync All Watches
To refresh all Clio-linked watches at once:
- Go to Integrations
- Click the Sync tab
- Click Sync All Now
This updates all watches that were originally imported from Clio, up to 100 records per run.
Auto-Sync Settings
You can configure automatic sync on the Sync Settings panel:
- Auto-sync enabled — Turn on scheduled syncing
- Sync frequency — Daily, weekly, or manual only
- Sync on login — Refresh watches each time you log in
- Conflict resolution — What to do if Clio and local data differ (default: keep local)
What Sync Does Not Do
- Sync does not import new matters. New matters from Clio must be manually imported using the matter browser.
- Sync does not delete watches if a matter is closed in Clio. The watch remains active unless you archive or delete it manually.
- Sync does not create matches — it only updates watch data.
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