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Telara

Integrations / Clio

Clio logo

Clio

Clio is a cloud-based legal practice management software for law firms

OAuth 2.0
Indexes
Actions

What Telara does

Capability matrix

Indexes YesTracks spend NoDiscovers shadow AI NoRuns actions YesReal-time events No

Before you connect

Prerequisites

A Clio Manage account you can administer.
Firm admin who can approve connected apps.

Vendor setup

Get the credential

1
Click Connect in Telara
Settings → Integrations → Clio. Telara sends you to Clio. You do not create a Clio developer app.
2
Approve access
Sign in as a firm admin. On the consent screen, allow Telara to read the objects this page lists. Click Allow.
3
Return to Telara
Clio redirects you back. Finish Connect under Settings → Integrations if it is not already marked connected.

Permissions Telara requests

  • matters:read
    OAuth 2.0
  • matters:write
    OAuth 2.0
  • contacts:read
    OAuth 2.0
  • contacts:write
    OAuth 2.0
  • documents:read
    OAuth 2.0
  • documents:write
    OAuth 2.0
  • activities:read
    OAuth 2.0
  • activities:write
    OAuth 2.0
  • billing:read
    OAuth 2.0
  • billing:write
    OAuth 2.0
  • calendar:read
    OAuth 2.0
  • calendar:write
    OAuth 2.0
  • tasks:read
    OAuth 2.0
  • tasks:write
    OAuth 2.0

In Telara

Connect in Telara

OAuth 2.0

In Telara, open Settings → Integrations, choose this connector, and click Connect. Telara sends you to the vendor to approve access, then returns you here. You do not create an OAuth app or paste a client secret.

Knowledge

What gets indexed

ResourceCoverage
MatterPartial — not every record the vendor holds is synced
ClientPartial — not every record the vendor holds is synced
DocumentPartial — not every record the vendor holds is synced

Sync

Freshness & sync

ResourceLagDeletions
MatterUp to 1 dayRemoved records disappear on the next full sync
ClientUp to 1 dayRemoved records disappear on the next full sync
DocumentUp to 1 dayRemoved records disappear on the next full sync

Data handling

Permissions & data handling

The scopes above are the permissions this connector requests. They come from the catalog, not from a hand-written page.

Excluded from semantic search: Matter, Client, Document.

After connect

Verify it worked

After you save, Telara runs a read-only check against the account. The integration shows as connected when that check succeeds.

Honesty

Known limitations

Clio Grow and Clio Manage are different products. This connector is Clio Manage.
Matters the authorizing user cannot open stay out of Telara.