Connect Clio from Quilia, authorize access, and then review the integration settings that control which matters enter Quilia and when clients are invited.
What you need
- Quilia admin access
- A Clio administrator or user allowed to authorize integrations
Connect Clio
- In Quilia, go to Settings → Integrations.
- Find Clio under Case management and select Connect.
- Sign in to Clio, review the requested permissions, and select Allow Access.
- Return to Quilia and confirm Clio shows Connected.
Configure the integration
Select Manage next to Clio and review each configuration tab:
- Case Types: Map Clio practice areas to Quilia case types. An unmapped practice area prevents its matters from importing.
- Client Access: Choose the point when clients are invited—when the matter imports, when Quilia detects active work, or when the matter reaches a selected stage.
- Documents: Confirm where Quilia and Clio exchange client documents.
- Offices and Staff: Review location and team-member handling for imported matters.
- Subscriptions: Keep the Clio events Quilia should listen for enabled. A green check means Clio successfully created that subscription; hover over it for details.
Test with an existing matter
- Select Import Existing Case at the top of Quilia.
- Paste the Clio matter URL or enter its matter ID.
- Review the client, case type, and assigned staff.
- Choose whether to send an invitation now, then complete the import.
What syncs
Clio to Quilia
- New matters and client contact details
- Matter stage changes
- Case team and office information when available
- Documents placed in the configured shared location
Quilia to Clio
- Client activity and CaseChat logs
- Client-uploaded documents
- Supported task-list activity when configured
Sync timing varies by event. New matters and stage changes use Clio subscriptions, while activity and document delivery run in the background.
Troubleshooting
- A matter did not import: Confirm its Clio practice area is mapped to a Quilia case type and that the primary client has a usable mobile number.
- A subscription shows an error: Hover over the red exclamation icon for the Clio status, then reconnect or retry the affected subscription.
- The sign-in expired: Open Clio from Settings → Integrations and follow the reconnect prompt.
- An older matter is missing: Use Import Existing Case instead of waiting for the new-matter subscription.
Frequently asked questions
Do I need a client ID or client secret?
No. Select Connect, sign in to Clio, and approve Quilia.
Does importing a matter always invite the client?
No. Invitation timing follows the option selected under Client Access. You can also decide whether to invite the client while manually importing an existing matter.
Where do client documents go?
Quilia delivers supported client files to the configured Clio document location. Review the Documents tab under Manage if files are not appearing where expected.