Clio Manage Integration
Connect Disclosure Assistant with Clio Manage to review bank statements, generate court-ready reports, and save results directly to your Matters.
Watch how Disclosure Assistant integrates seamlessly with Clio Manage in under 2 minutes.
How It Works
Streamline your legal financial disclosure review process by syncing Disclosure Assistant directly with your Clio workspace.
Connect your Clio account securely using OAuth
Authenticate directly with Clio Manage using industry-standard OAuth 2.0. Your credentials are never stored on our servers.
Select an existing Clio Matter
Link your financial review case directly to an existing Clio Matter to maintain organization across client files.
Upload one or more bank statements
Upload PDF financial statements. Our system parses and organizes transaction data automatically.
Review extracted transactions and customize review rules
Apply deterministic threshold rules and risk keywords to flag transfers, cash withdrawals, and custom keywords.
Generate PDF and CSV reports
Export objective, court-ready financial review reports formatted cleanly for legal disclosure.
Save the generated report directly back to the selected Clio Matter
Push final review documents directly into the Clio Matter Documents folder with a single click.
Key Features
Built specifically for law firms requiring fast, defensible, and objective financial statement reviews.
Secure OAuth Connection
Seamless single-sign-on and authorization via official Clio Manage OAuth 2.0 API.
Clio Matter Selection
Browse and link cases directly to active Clio client matters without manual entry.
Multi-Statement Review
Process multiple bank statements concurrently to analyze long-term financial timelines.
Custom Review Rules
Set case-specific financial thresholds and risk keyword lists for tailored review criteria.
Court-Ready PDF & CSV Exports
Generate objective, defensible financial summaries ready for family law disclosures.
Direct Document Syncing
Save PDF reports directly to Clio Matter documents without leaving Disclosure Assistant.
Frequently Asked Questions
Q.How do I connect my Clio Manage account?
Connecting Clio Manage is fast and secure. Navigate to Settings inside any case or account dashboard, click "Connect Clio", and complete the official OAuth authorization prompt. Once approved, Disclosure Assistant is linked to your Clio workspace.
Q.What permissions are required for the Clio integration?
Disclosure Assistant requests read access to your Clio Matters (to allow matter selection) and write access to Clio Documents (to upload generated PDF reports directly to your matters). We operate on the principle of least privilege.
Q.Which Clio regions are supported?
Disclosure Assistant supports all major Clio Manage geographic regions including North America (US & Canada), European Union (EU), and United Kingdom (UK) Clio clusters.
Q.How are reports saved back to Clio Matters?
Once your bank statement review is complete, click "Save to Clio" on the case details page. Disclosure Assistant automatically converts the review into a court-ready PDF document and uploads it directly into your selected Clio Matter’s Document repository.
Q.Is client financial data safe during Clio synchronization?
Yes. All data in transit is encrypted using TLS 1.3, and data at rest is protected with AES-256 encryption. We adhere to strict legal confidentiality and data protection standards.
Ready to Connect Disclosure Assistant with Clio?
Accelerate financial disclosures, automate bank statement reviews, and save court-ready reports directly back to your Clio Manage Matters.
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