Legal & Professional Services
Clio, centralized in Dojo360
Clio keeps doing what it does best. Dojo360 brings its matters, documents, time entries into the same back office as every other system you run, so your team works from one record, one set of numbers and one inbox.
Revenue Pipeline
Deals from Clio, live across 5 rooftops · refreshed 32 seconds ago
- Clio2mStage moved to Finance on Camry Hybrid
- Inbox6mWhatsApp reply logged to the deal record
- Inventory11mLand Cruiser GXR reserved for test drive
| Deal | Stage | Owner | Value |
|---|---|---|---|
| Test drive | A. Haddad | $68,400 | |
| Proposal | M. Ortiz | $231,000 | |
| Finance | J. Patel | $34,900 | |
| Negotiation | S. Kim | $41,250 |
What the Clio connector does
Reviewed against the vendor's official developer documentation.
- Status
- Beta
- Categories
- Legal & Professional Services
- Industries
- Professional services & legal
- Regions
- GCC, India, Singapore, Malaysia, US, UK, EU & ANZ
- Dojo360 can pull
- Matters
- Documents
- Time entries
- Clients
- Dojo360 can push
- Matters
- Documents
- Webhooks
- Yes
- Key limits
- Support coverage in target regions not confirmed.
- Document access respects matter-level security in the source system.
- Access requirements
- Admin access to the client account to authorize the connection.
- Plan or partner requirements to be confirmed with the vendor during onboarding.
What flows into your Dojo
We map Clio to the shared Dojo360 data model, sync it in both directions where the API allows, and Managed Link monitors the connection so it keeps working.
- Records mapped to the shared Dojo360 data model
- Changes synced in both directions
- Sync health monitored around the clock
Before and after
Data lives in one more tool, and someone exports it by hand when the numbers are needed.
It shows up in the same hub as every other system, ready for reports, automations and alerts.
What your brand gains
One source of truth
No more copies of the same record drifting apart across tools.
Less re-keying
Data entered once is available everywhere it is needed.
Monitored for you
Managed Link watches the connection and fixes it before anyone notices.
Modules Clio powers
Once connected, Clio data is available to these parts of the Dojo straight away.
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