How to link & sync to an existing matter in Clio?

When you sync a matter from DecisionVault to Clio, you can either link it to a matter that already exists in Clio or let DecisionVault create a new one. Linking and syncing takes six steps:

1. Open the matter in DecisionVault, click the Integrations dropdown on the Matter Details screen, and choose Clio:

2. If the matter has not been synced with Clio before, choose Link to existing Clio matter to connect it to one you already have, or Create new matter in Clio to let DecisionVault make one:

3. To link to an existing matter, type the matter name in the search box and click Link to this matter:

4. On the sync screen, link the DecisionVault matter and contacts to their Clio counterparts. You can also tick the option to rename the DecisionVault matter to match the name from Clio. Then click Link Matter and Contacts:

5. Select which contacts to sync over. You can update existing Clio contacts or create new ones. Then click Start Sync:

6. When the sync is complete, the Sync Results list shows each synced contacts, documents, and the matter. Click the Clio link next to any of them to review the record in Clio:

Frequently Asked Questions

Do I have to link to an existing Clio matter?

No. If there is no matter in Clio yet, choose Create new matter in Clio on the sync screen and DecisionVault creates it for you.

Can I keep the matter names the same in both systems?

Yes. When you link the matters, tick the option to rename the DecisionVault matter to match the name from Clio.

Do all contacts on the matter get synced?

Only the ones you select. Before the sync starts you choose which contacts go to Clio, and for each one whether it updates an existing Clio contact or creates a new one.

How do I know the sync worked?

The Sync Results screen lists every synced contact and the matter, each with a Clio link you can click to open the record in Clio and check it.

Do documents upload to Clio during the sync?

Only if you turn it on in Settings > Integrations > Clio, where you can set Client documents, Matter Export, or Financial Sheet to Upload on every sync. All three are set to Skip by default.