Clio Manage

Getting Started

What You'll Need:

• Admin access to your Attorney Share account
• A Clio Manage account
• Signed cases that you, the buyer, already in Attorney Share with contact information (for automatic matching)

Part 1: Connecting Clio Manage to Attorney Share

Step 1: Access Integration Settings

1. Log in to Attorney Share 
2. Navigate to Firm Settings → Integrations
3. Look for Clio Manage in the list of available integrations

Step 2: Connect Your Clio Manage Account

1. Click "Connect" next to Clio Manage
2. You'll be redirected to Clio Manage's login page
3. Log in with your Clio Manage credentials
4. Click "Allow Access" to allow Attorney Share to access your Clio Manage data
5. You'll be automatically redirected back to Attorney Share

Step 3: Verify the Connection

• Clio Manage should now show as "Connected" in your integrations list
• You can have multiple integrations active at once (e.g., both Clio Grow and Clio Manage)

Part 2: Using the Integration:

Creating a Matter in Clio Manage

1. Create your matter in Clio Manage as you normally would
2. Add contact information that matches a case in Attorney Share:
   • Use the same email address (most important)
   • Use the same phone number
   • Use a similar name
3. Set the matter status and stage (e.g., "Active" and "Discovery")

Triggering Updates:

Any of these actions in Clio Manage will send updates to Attorney Share:

• Changing the matter status
• Updating the matter stage

Viewing Updates in Attorney Share:

1. Navigate to My Referrals → Track Signed Referrals in Attorney Share
2. Click the Client Name then View Case Status History 
3. You'll see the latest status from Clio Manage
4. We’ll let the referring attorney know you updated the case

Part 4: Managing the Integration:

Disconnecting Clio Manage:

If you need to remove the integration:

1. Go to Settings → Integrations
2. Find Clio Manage in your connected integrations
3. Click "Disconnect from Clio Manage”

Troubleshooting:

Case Not Matching?

Check that:

• The case in Attorney Share is marked as signed
• Contact information matches between systems (especially email)
• The matter has been updated in Clio Manage after the integration was connected

AI Confidence

The system requires at least 70% confidence to create a match:

• 90%+ confidence: Exact email match
• 80-85% confidence: Phone and name match
• 70-75% confidence: Name match only
• Below 70%: No match created (update skipped)

Support:

If you encounter issues:

• Check that both systems are connected
• Verify you can access Firm Settings in Attorney Share
• Contact support@attorneyshare.com with your organization ID and the matter ID from Clio Manage