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ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

    • Notification Channels
    • Troubleshooting Email Delivery
    • Setting Up SMS Alerts
  • Account & Billing

    • Upgrading Your Plan
    • Updating Payment Method
    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
    • Data Protection
  • Cases & Matters

    • Case Management Overview
    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
    • Response Times
  1. Knowledge base
  2. Integrations
  3. Connecting Clio

Integrations

Connecting Clio

Step-by-step Clio setup

Last updated February 25, 2026

Connecting Clio

Connect your Clio account to sync time entries.


Before You Begin

  • Active Clio account required
  • Permission to authorize third-party apps

Step 1: Go to Integrations

Navigate to Integrations from your sidebar.


Step 2: Click Connect Clio

Connect Clio button
Connect Clio button

Click the blue "Connect Clio" button.


Step 3: Authorize in Clio

Clio authorization
Clio authorization
  1. Log in to your Clio account
  2. Review the permissions
  3. Click "Authorize"

Step 4: Confirmation

You'll be redirected back with a success message.


What Gets Synced

  • Time entries you create
  • Activity descriptions
  • Matter associations

Troubleshooting

  • "Clio not configured" - Contact support
  • Authorization denied - Check your Clio permissions
  • Token expired - Click "Reconnect"

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Integrations OverviewImporting Clio Matters as WatchesHow Clio Sync Works

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