Death Audit Automation
for Clio Manage
Connect your Clio account and automate obituary monitoring for all your matters. Real-time death alerts. Court-ready audit logs. Bidirectional sync keeps Clio as your single source of truth.
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Clio Manage
Legal Practice Management
Built for Clio Workflows
Native integration that speaks your language
Direct OAuth Connection
Connect your Clio Manage account in one click. OAuth 2.0 ensures your credentials stay secure.
Matter Number Sync
Our Format Auto-Detection engine recognizes Clio exports by 'matter_display_number' and 'responsible_attorney' headers.
Practice Area Mapping
Clio 'Practice Areas' automatically map to ObituaryMonitor's case types for accurate probate and estate categorization.
Export to Clio Format
Death audit logs export in Clio-compatible format with practice_area, responsible_attorney, and matter_display_number fields.
Data Normalization Engine
Our v1404 normalization layer automatically maps Clio "Practice Areas" to ObituaryMonitor's probate categories for accurate monitoring and compliance tracking.
| Clio | → | ObituaryMonitor |
|---|---|---|
| Probate/Estate | → | probate |
| Estate Planning | → | estate_planning |
| Trust Administration | → | trust_admin |
| Creditor's Rights | → | collections |
| Insurance Defense | → | insurance |
| General Practice | → | other |
Clio Detection Keys
{
"detection_keys": [
"matter_display_number",
"responsible_attorney",
"practice_area"
],
"primary_sync_field": "matter_display_number"
}Our FAD engine identifies Clio exports instantly by these unique header signatures.
Export Format
Death audit logs export with these Clio-compatible fields:
How Clio Firms Use ObituaryMonitor
Matter-Level Monitoring
Import contacts by matter from Clio. Each watch links to its matter_display_number for organized tracking across your entire caseload.
Responsible Attorney Alerts
Death notifications route to the responsible_attorney assigned in Clio. Your team stays informed without manual follow-up.
Practice Area Compliance
Probate and Estate matters get automatic compliance tracking. Court-ready audit logs document your diligence by practice area.
Clio Integration FAQs
How do I connect my Clio account?
After signing up, go to Settings → Integrations → Clio and click 'Connect'. You'll be redirected to Clio to authorize the connection. We use OAuth 2.0 so we never see your password.
Can I import existing Clio contacts?
Yes. You can either use our direct OAuth connection to select contacts by matter, or export a CSV from Clio and upload it. Our Format Auto-Detection engine will recognize the Clio format automatically.
How do death audit logs sync back to Clio?
When a death is detected, you can export the audit log in Clio-compatible format. The CSV includes matter_display_number, responsible_attorney, and notes fields that map directly to Clio imports.
Does this work with Clio Grow?
Our integration connects directly to Clio Manage via OAuth. Clio Grow contacts can be exported as CSV and imported via our bulk upload feature.