Help
News
Go back to application
Help
News
Go back to application
Getting Started
Introduction to Prima.Law
Account & Security
Team Management
Core Workflow (Contacts & Cases)
Core Workflow (Contacts & Cases)
Contact Management
Case Lifecycle
Daily Operations
Autofill
Core Legal Features and Libraries
Legal LibrariesAutofill & Reverse Autofill FeatureUSCIS ReceiptsAI Review in Prima.LawChrome ExtensionSmart InterviewsClient PortalEmail Sync & Email List (Gmail & Outlook)SMS Messaging (Text Messaging with Twilio)PrimaPay+ (via Confido)Clio IntegrationAddendums & Supplemental PagesTasks ManagementMaya: Your AI-Powered Assistant
Communication & Intake
Client Communication & Intake
Client Portal
Intake Tools & File Sharing
Leads
Leads (Lead Management)
Lead Management
Integrations & Billing
Integrations & Billing
Financial Integrations & Others
Email & Productivity
Zapier
Troubleshooting & Support
Troubleshooting & SupportHow to Make the most out of Maya
Technical Fixes
Escalation
Training
Training 100: Introduction to TrainingTraining 101: Where to get help.Training 102: Organization of Contacts and CasesTraining 103: Subscription ManagementTraining 104: Creating your first Contact and CaseTraining 105: Intro to building efficient cases in Prima.LawTraining 106: Client Portal and ChecklistsTraining 107: Smart InterviewsTraining 108: Sharing Forms In The Client PortalTraining 110: Editing FormsTraining 111: Package Assembly and Generating the Final ProductTraining 112: Case Management BoardTraining 113: Task Board, Call Board and Contact TablesTraining 114: Leads Collection and ManagementTraining 115: How to Get Help Using Prima.LawTraining 116: Overview of the Prima.Law Dashboard & User InterfaceTraining 117: Using the Notification Center in Prima.LawTraining 118: Using the Administrator Panel in Prima.Law

Clio Integration

Two-way synchronization of contacts and matters for firms using both platforms.

Clio Integration: Seamless Data Connectivity

The integration between Clio and Prima.Law is an API-based bridge designed specifically for firms that currently utilize Clio for specific administrative tasks, such as billing or general CRM functions, but require the specialized power of an immigration-first platform.

Synchronized Workflow

This integration allows for a fluid "push and pull" of data between both systems. It is an ideal solution for firms that prefer to keep their existing financial records in Clio while executing their technical legal work within Prima.Law.

Key Benefits for Clio Users

  • Eliminate Redundant Entry: Through the API connection, you can import contacts and matter details from Clio directly into Prima.Law, ensuring data consistency without manual re-typing.
  • Specialized Immigration Power: Once data is synced, users have full access to Prima.Law’s comprehensive immigration library, which goes far beyond general practice management software.
  • Advanced Automation: Leverage Prima.Law’s native autofill and Smart Interviews to complete complex forms and assemble filing packages that Clio is not designed to handle.
  • Unified Data Flow: Maintain your billing history in Clio while simultaneously building robust legal cases in Prima.Law.

Flexibility for Your Firm

While Prima.Law is a fully independent, all-in-one platform capable of managing every aspect of a law firm—from intake to final filing—this integration provides the flexibility for firms to transition at their own pace. It ensures that those who are not yet ready to migrate their entire billing or CRM history away from Clio can still benefit from the most advanced immigration automation tools on the market.



Was this article helpful?

Powered by Product Fruits