Clio
Bring Clio matters into DataOS
This guide brings your law firm's Clio matters (the cases and files you track in Clio Manage) into DataOS.
clio.com
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What you need
A Clio app (client ID and secret) and a refresh token that lets it sign in
Who can get it
A Clio admin at your firm, with a Clio developer account
Where data lands
A governed table in your DataOS lakehouse
Connection type
REST API
How the connection works
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Source
Clio
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
When it runs, the connector uses your Clio app details to sign in, asks Clio for matters changed since its last visit, and adds them to the table in DataOS. It only reads matters.
What's next
Ready to bring this data into DataOS?
