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Clio

Connect Clio to Reflekt Legal so your AI intake specialists can keep leads, matters, and contacts in sync. Reflekt Legal supports both Clio Grow (intake and client relationship management) and Clio Manage (practice and matter management).

Both integrations use a one-click OAuth flow. You simply log in to Reflekt Legal, start the connection, and accept the installation and requested permissions in Clio — no API keys or manual configuration required.

Prerequisites​

Before you begin, make sure you have:

  • An active Clio account with access to Clio Grow and/or Clio Manage.
  • Permission in Clio to authorize third-party app installations.
  • A Reflekt Legal account.

Connect Clio Grow​

  1. Log in to your Reflekt Legal account.
  2. Navigate to Integrations.
  3. Find Clio Grow and click the OAuth (Connect) button.
  4. You will be redirected to Clio and prompted to accept the integration installation and review the permissions Reflekt Legal will use.
  5. Review the requested permissions and click Allow (or Accept) to approve the installation.

Once you approve, you will be redirected back to Reflekt Legal and the integration will be connected.

Connect Clio Manage​

  1. Log in to your Reflekt Legal account.
  2. Navigate to Integrations.
  3. Find Clio Manage and click the OAuth (Connect) button.
  4. You will be redirected to Clio and prompted to accept the integration installation and review the permissions Reflekt Legal will use.
  5. Review the requested permissions and click Allow (or Accept) to approve the installation.

Once you approve, you will be redirected back to Reflekt Legal and the integration will be connected.

tip

If your firm uses both Clio Grow and Clio Manage, connect each one separately by repeating the steps above for the other product.

Resources​

If you need help validating your setup, contact [email protected].