Integrations

Connect Clio

Link your firm's Clio account to pull matters and documents into SettlHQ.

Connecting Clio lets you start a case from an existing Clio matter and import its documents, instead of downloading and re-uploading them.

Connecting

1. Go to Settings, then Integrations.
2. Choose your Clio region: United States, European Union, Canada, or Australia. This has to match where your firm's Clio data lives.
3. Click Connect and authorise SettlHQ in Clio.

What SettlHQ asks for

• Read your user profile, contacts, matters, and documents
• Save documents and update matters
• Read and manage webhook subscriptions, so new documents come across automatically

Using it

Once connected, the new case dialog can search your Clio matters and fill in the client details. Turn on auto-import to bring the matter's documents across at the same time.

If the connection drops

Clio sessions expire, and the integration card will say so when it happens. Reconnect from the same screen. If document sync has paused, the card shows until when and offers a retry.

Disconnecting Clio stops the sync. Documents already imported into SettlHQ stay where they are.