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CaseHug + Clio Manage Integration Guide

Version 1.0 · April 2026 · CalmIntake, Inc. · calmintake.com

1. Overview

The CaseHug–Clio integration connects your legal client intake workflow with Clio Manage, eliminating manual data entry. When a client completes intake through CaseHug, their contact information, matter details, and approved documents sync directly to Clio.

What Syncs

Data	Direction	Details
Contacts	CaseHug → Clio	First name, last name, email, phone. Deduplication by email.
Matters	CaseHug → Clio	Title, case number, practice area mapping, client association.
Documents	CaseHug → Clio	All approved intake documents uploaded to the Clio matter.
Matter Status	Clio → CaseHug	Via webhooks. Open/Pending/Closed status updates.

2. Prerequisites

CaseHug account on any paid plan (Solo $79/mo, Practice $189/mo, or Firm $459/mo)
Clio Manage account with API access (Boutique, Corporate, or Elite plan)
Firm Admin role in CaseHug
Admin access in Clio

3. Setup Steps

Navigate to Settings → Integrations in your CaseHug dashboard.

Click "Connect to Clio" on the Clio Manage card.

Sign in to Clio and authorize CaseHug. Permissions requested: Matters (read/write), Contacts (read/write), Documents (read/write).

Verify the connection — the Clio card shows "Connected" with your account info.

Configure field mappings (optional) — map CaseHug case types to Clio practice areas.

Enable auto-sync — toggle "Auto-sync on approval" to push data automatically.

Test with a manual sync — open any matter, click "Sync to Clio", verify in Clio.

4. Configuration Options

Setting	Default	Description
Auto-sync on approval	On	Push to Clio when documents are approved
Auto-sync on matter created	Off	Push to Clio when a new matter is created
Case type mappings	Built-in	Map CaseHug case types to Clio practice areas

5. Security & Compliance

OAuth 2.0: CaseHug never sees your Clio password. Access tokens are stored server-side, encrypted at rest.
TLS 1.2+: All data in transit is encrypted.
HIPAA: CaseHug and Clio both support HIPAA compliance. Execute BAAs with both providers.
Audit Trail: Every sync operation is logged with timestamp, status, and error details.
Token Refresh: Automatic, 5 minutes before expiration.
Deauthorization: Disconnect from CaseHug or revoke from Clio settings at any time.

6. Data Flow

Client completes intake → Firm reviews & approves → CaseHug auto-syncs to Clio → Contact + Matter + Documents ready in Clio

Duplicate Detection: CaseHug searches Clio contacts by email before creating new ones. If a match is found, the existing contact is linked.

7. Troubleshooting

Issue	Resolution
Connection shows inactive	Disconnect and reconnect Clio
Documents not appearing	Clio processes uploads asynchronously — wait 60 seconds
Wrong practice area	Update mapping in Settings → Integrations → Case Type Mappings
Duplicate contacts	Ensure client emails match between systems. Merge in Clio.
Sync fails with 429	Rate limited — wait a few minutes and retry

8. Support

Email: support@calmintake.com

Website: calmintake.com/integrations/clio

Setup Guide: calmintake.com/integrations/clio/setup

Important: This guide is for CaseHug integration administrators. For developer/API documentation, visit calmintake.com/developers/clio.