Integration · Legal Practice Management
Practiq + Clio
betaMatter context surfacing across your Clio matters
Beta — available to Founding Members
What the integration does
Practiq connects to Clio Manage via Clio's REST API, reads matter metadata, time entries, document activity, and deadline data, and surfaces the matter-level context each attorney would otherwise reconstruct at the start of every matter touchpoint.
Capabilities
- Clio Manage OAuth connection (one-time, firm-level)
- Matter context pulled every 2 hours across all active matters
- Deadline surfacing with risk scoring (what's due when, what's likely to slip)
- Time entry anomaly detection (missing hours, stale entries, under-reporting)
- Pre-meeting matter briefings automatically generated before each calendar event
- Conflict-check workflow augmentation
Data flow: READ — Practiq reads from Clio; we don't write back to it.
Use cases
Before walking into court
Attorney gets a 1-minute matter briefing before every court appearance: last activity, upcoming deadlines, document status, client communication history.
Deadline triage Monday morning
Monday starts with a prioritized list of the 5-7 deadlines that week, which documents are ready, and which require attorney attention vs paralegal follow-up.
Handoff between attorneys
When a matter transitions between attorneys (parental leave, promotion, reassignment), incoming attorney gets full matter context without spending 3-4 hours reading files.
Setup
- Setup time
- 30 minutes for firm-level OAuth + initial sync
- Prerequisites
- Clio Manage account (any tier)
- Firm administrator access for OAuth setup
- Practiq early-access account
- Pricing
- Clio subscription required (your existing Clio pricing). Practiq early-access is free for Founding Members.
How Practiq relates to Clio
Practiq doesn't replace Clio. Clio remains the system of record for matters, billing, and documents. Practiq adds an AI-native context layer that reads Clio data and surfaces pattern-level insights.
Ready to try this integration
Connect Clio to Practiq
Founding Members get free access to Practiq + Clio. First 50 firms also get 50% off for life once we move to paid plans.
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