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Connect Clio Manage

Connect Clio Manage from dashboardWISE, approve access in Clio, then return to dashboardWISE for the first sync. The connection is read-only: dashboardWISE reads reporting data and does not write practice records back to Clio.

Before you start

  • Sign in to the dashboardWISE firm you want to connect.
  • Make sure you can sign in to Clio and approve app access for that firm.
  • Your dashboardWISE role must have permission to manage integrations.

If Connect is disabled, ask a firm administrator to review your permissions.

Connect Clio Manage

1. Open Integrations

In dashboardWISE, switch to the correct firm and open Integrations.

2. Search for Clio Manage and click Connect

Use the search field to find Clio Manage. On the matching integration card, select Connect. dashboardWISE starts the authorization flow and sends you to Clio.
Search for Clio Manage on the dashboardWISE Integrations page, then select Connect.

3. Approve access in Clio

Sign in if Clio asks you to, review the requested access, and approve the connection. dashboardWISE receives an OAuth token; it does not receive your Clio password.
Clio authorization page asking to allow dashboardWISE access to the firm's Clio account
Review the requested permissions, then choose Allow Access to continue. This screen is controlled by Clio, so its wording or layout may change.

4. Return to dashboardWISE and let the sync finish

After approval, Clio sends you back to dashboardWISE automatically. dashboardWISE saves the connection and immediately queues a full initial sync. The sync window shows which record groups are complete, which are still running, and the overall progress of the import.
dashboardWISE opens sync progress over the first-sync empty state after Clio returns you to the app.

After the connection

Once the first sync finishes, dashboardWISE keeps reporting refreshed from Clio. Your team keeps working in Clio as normal; Clio remains the system of record.

Reporting time zone

dashboardWISE imports the connected Clio user's time zone for reporting. If your firm reports in a different zone, change it later in Settings → Firm.

Data dashboardWISE reads from Clio

  • Clients, contacts, matters, matter status, and practice areas
  • Activities, time entries, and users
  • Bills and related financial activity
  • Bank accounts and bank transactions

dashboardWISE does not write practice records back to Clio. If you disconnect the integration later, dashboardWISE removes the stored connection and starts cleanup of its synced dashboard data. Wait for cleanup to finish before reconnecting the same provider.

Troubleshooting

Connect is disabled

Your dashboardWISE role probably cannot manage integrations. Ask a firm administrator to review your permissions.

Authorization did not complete

Return to Integrations and select Connect again. Make sure you are signing in to the correct Clio account and approve the request before returning to dashboardWISE.

The first sync is still running

Larger firms can take longer to import. Keep following the sync progress in dashboardWISE; reporting fills in as the required stages complete.

dashboardWISE says data is still being deleted

A previous disconnect is still being cleaned up. Wait for that process to finish before connecting Clio again.