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Integrations

Clio, MyCase, PracticePanther, and Rocket Matter

  1. Start hereIntegrations overviewContact support to turn on Clio, MyCase, PracticePanther, or Rocket Matter. Once it's on, a match note can be written back when we send a death alert.
  2. Connect ClioContact support to turn on the Clio connection. Once it's on, a match note is written to the matter when we send a death alert.
  3. Connect MyCaseContact support to turn on the MyCase connection. Once it's on, a match note is written to the case when we send a death alert.
  4. Connect PracticePantherContact support to turn on the PracticePanther connection. Once it's on, a match note is written to the matter when we send a death alert.
  5. Connect Rocket MatterContact support to turn on the Rocket Matter connection. Once it's on, a match note is written to the matter when we send a death alert.
  6. Import Clio matters as watchesAfter support turns on the Clio connection, choose matters and monitor the people on them.
  7. Clio connection troubleshootingFixes for common Clio connection problems.

Still stuck? Submit a ticket or email support@obituarymonitor.com.