Connecting Clio to Quilia enables automatic case syncing, document sharing, and streamlined workflows between your practice management system and client communication platform.
Prerequisites
- Quilia admin access
- A Clio administrator or user allowed to authorize integrations
Connection Steps
- In Quilia, open Settings → Integrations.
- Find Clio under Case management and click Connect.
- Sign in to Clio, review the requested permissions, and select Allow Access.
- Return to Quilia and confirm Clio shows Connected.
What Gets Synced
From Clio to Quilia
- Case/matter information
- Client contact details
- Case status and updates
From Quilia to Clio
- Client communication logs
- Document uploads
- Treatment and pain tracking data
Initial Import
After connecting, click Manage next to Clio to map practice areas, configure client access, and review document, office, staff, and subscription settings.
To test an existing matter, click Import Existing Case at the top of Quilia, paste the Clio matter URL or enter its ID, and review the imported case before inviting the client.
Troubleshooting
- Connection failed: Confirm your Clio account can authorize integrations, then retry.
- Case not importing: Confirm its practice area is mapped to a Quilia case type.
- Sign-in expired: Open Clio from Settings → Integrations and follow the reconnect prompt.