Clio Integration
The Clio integration is a read-only connection for law-firm reporting and dashboards. It syncs practice data from the Clio Manage API v4.
The integration never creates, updates, or deletes records in Clio.
Before you begin
Section titled “Before you begin”You need:
- A Clio Manage account in the same region as your firm (US, Canada, EU, or Australia)
- Permission to authorize a third-party app (administrator recommended)
- A Resplendent environment configured with Clio OAuth app credentials
Connect with an administrator when possible. Clio role permissions can redact billing rates, activity hours, and related fields for non-admin users.
For local development, Clio requires loopback redirect URIs to use the IPv4
loopback address rather than a hostname-based loopback alias. Register and set
CLIO_REDIRECT_URI to the local integrations OAuth callback on that host
(port 4200 in the default slot), for example:
http://<ipv4-loopback>:4200/integrations/oauth/clio-oauth-callbackProduction redirect URI remains https://app.resplendentdata.com/integrations/oauth/clio-oauth-callback.
What you can sync
Section titled “What you can sync”| Dataset | Sync behavior | Notes |
|---|---|---|
| Matters | Incremental via updated_since; nightly full sync |
Core matter inventory and status |
| Contacts | Incremental via updated_since; nightly full sync |
People and companies |
| Activities | Incremental via updated_since; nightly full sync |
Time entries and expenses |
| Users | Incremental via updated_since; nightly full sync |
Attorneys and staff |
| Tasks | Incremental via updated_since; nightly full sync |
Matter tasks and completion state |
| Bills | Incremental via updated_since; nightly full sync |
Invoice totals and payment state |
| Practice Areas | Incremental via updated_since; nightly full sync |
Firm practice-area reference data |
Hard deletions converge through independent nightly replacements. Daytime syncs upsert by Clio id.
Setup instructions
Section titled “Setup instructions”Step 1: Choose your Clio region
Section titled “Step 1: Choose your Clio region”Clio tokens are region-specific. In Resplendent, select:
- United States (
app.clio.com) - Canada (
ca.app.clio.com) - European Union (
eu.app.clio.com) - Australia (
au.app.clio.com)
Step 2: Sign in with Clio
Section titled “Step 2: Sign in with Clio”- Go to Settings → Integrations
- Find Clio and start the connection
- Select the region, then click Sign In
- Approve the read-only permissions in Clio
- Return to Resplendent and save the data source
Sync behavior and refresh rates
Section titled “Sync behavior and refresh rates”Default Dataset cadences:
- Matters, Contacts, Activities, Tasks: every 15 minutes
- Users, Bills: every 60 minutes
- Practice Areas: daily
Your tier’s refresh rate may also apply. Incremental syncs use Clio’s updated_since filter with a short overlap window so borderline updates are not missed.
Troubleshooting
Section titled “Troubleshooting”| Symptom | Likely cause | Fix |
|---|---|---|
| Authorization fails | Wrong region or revoked app access | Re-select the correct region and sign in again |
| Missing bills or time amounts | Connecting user lacks billing/time visibility | Reconnect with a Clio administrator |
| 403 while syncing a Dataset | App permissions were changed after authorization | Update the Clio developer app permissions and reauthorize |
| Slow first sync | Clio peak rate limits (~50 requests/minute) | Allow the initial backfill to finish; later syncs are incremental |