Connect Clio

Plan: Professional · For: Law firms · Time: About 5 minutes once the connection is on

Connecting Clio lets you bring matters into ObituaryMonitor as watches. Once the connection is on, a death-alert note can be written to the linked matter when we send the alert.

Before you start:

• You need a Professional plan and to be the ObituaryMonitor account owner.
• You need a Clio login that's allowed to authorize connected apps.

Turn on the direct connection

The Clio card shows Setup Pending until we enable it for your account. Contact support and ask us to turn on the direct Clio connection. You can't turn that on yourself from the card.

Once the connection is on

1. In ObituaryMonitor, select Integrations in the sidebar.
2. On the Connections tab, open the Clio card and sign in to Clio.
3. Review the access request and select Allow (or Authorize).
4. You'll come back to ObituaryMonitor. The Clio card shows Connected.

Bring people in as watches

1. On the Integrations dashboard, open Import.
2. Choose Clio and select the matters you want to monitor.
3. Import. Each person becomes a watch linked to its matter. Each watch uses one slot.

Importing the same matter twice can create a duplicate watch, so import each one once.

Prefer a file? Export from Clio and upload it in Bulk import. We recognize Clio exports automatically. A file import does not need the direct connection.

How write-back works

Death alerts in Clio. After the connection is on, Clio death alerts are a per-account switch (Integrations → Webhooks) and it is off by default. When you turn it on, we add a note to the linked matter at the moment we send you a death alert for a match at or above your match threshold. Confirming or dismissing the match later doesn't add a second note, and matches below your threshold aren't written back.

Troubleshooting

• The card says Setup Pending, or there is no way to connect. Email support@obituarymonitor.com and we'll turn on the direct connection for your account.
• Clio says you don't have permission. Ask your Clio administrator to connect, or to give your login permission to authorize apps.
• Connected to the wrong Clio account. Email support and we'll help you reconnect.

Related

• Integrations overview
• Review, confirm, or dismiss a match