Levitate + Clio Integration

Overview

Levitate's Clio integration is designed specifically for legal professionals, helping you stay connected with clients and streamline communication using your existing CRM data.

• Industry: Legal
• Integration Type: API-based
• Sync Frequency: Twice daily

Activity Writeback

Levitate can automatically log engagement activities back into Clio, including:

• Emails
• Notes
• Logged phone calls
• Handwritten cards
• Text messages

Where activities appear in Clio:

• Most activities are written to the Notes section of the contact
• Text message summaries are written to the Communications log

Authentication & Access

Clio uses a multi-user connection model, meaning:

• Each Levitate user connects their own Clio account
• Users authenticate securely through Clio using their own login credentials
• Levitate uses Clio's secure OAuth process and does not store user credentials
• If not already authenticated, users will be redirected to Clio's login page during setup

Initial Sync Timing

After connecting Clio, your contacts will begin syncing into Levitate.

• Sync times can vary depending on the size of your database
• In many cases, contacts may take some time to fully populate after setup

This is expected behavior, and your data will continue syncing in the background until complete.

Integration Settings

The Clio integration includes flexible settings to control how contacts, ownership, and data are synced into Levitate.

Contact Sync Settings

• Clients vs. Non-Clients — Contacts with associated matters are considered clients. You can choose whether to include:
  • Clients only
  • Non-client contacts
  • Related contacts connected to matters
• Primary Email Only — Option to sync only a contact's primary email address
• Segment by Tags — Control which contacts are synced based on selected tags

Ownership Mapping

You can define how contact ownership is assigned in Levitate:

• Responsible Attorney (default)
• Originating Attorney

If a contact is associated with multiple matters:

• The most recently updated matter determines ownership

If no applicable attorney is found:

• Ownership will fall back to a default user or remain unassigned, depending on your configuration

Activity Writeback Settings

You can choose which activities are written back to Clio:

• Email
• Note
• Phone call
• Text message
• Handwritten card

Tags

Clio data can be used to automatically tag contacts in Levitate.

Standard Tag Options

• Practice Area
• Related Practice Area
• Relationships
• Matter Number
• Location (City, State, Postal Code, Country)

Some tags (like Practice Area) may be enabled by default.

Attorney-Based Tags

You can optionally tag contacts based on their associated attorneys:

• Responsible Attorney Tags
• Originating Attorney Tags

Options include:

• None
• Most recent attorney
• All associated attorneys

Custom Fields

Custom fields from Clio contacts can be used to create tags in Levitate.

Supported field types include:

• Checkbox
• Currency
• Numeric
• Picklist
• Text

You can choose which fields to include.

Key Facts (Date-Based Data)

• Birthday — Pulled from the contact's date of birth in Clio
• Custom Dates — Custom date fields can also be added as Key Facts
• Client ID — The contact's Clio ID can be displayed as a reference field

Data Mapping

Contact Information

Notes:

• All phone numbers are synced (primary is prioritized)
• All addresses are synced (first listed becomes primary)

Ownership

Ownership is based on attorney roles in Clio:

• Responsible Attorney
• Originating Attorney

Fallback rules apply if one or both are missing.

Tags

Levitate automatically assigns tags based on Clio data to help organize and segment contacts.

Default Tags

• Clio – identifies contacts synced from Clio
• Person – identifies individual contacts

Client Status Tags

• Active Client – has at least one open matter
• Client – has at least one matter (open or closed)
• Past Client – only has closed matters
• Pending Client – has only pending and closed matters

Matter & Relationship Tags

• Practice Area – based on associated matters
• Related Contacts – indicates connection to a matter without being the primary contact
• Matter Tags – can include matter identifiers (if enabled)
• Personal – contact is an individual (not representing a company)
• Company – indicates you are representing a company; the contact person associated with this company is the individual you're working with on behalf of the company

Custom Tags

• Created from selected custom fields on Clio contacts
• Can be enabled and configured during setup

Enabling the Clio Integration

If you are a Clio customer and want to enable the Levitate + Clio integration, just let your Success Manager know. They'll enable the integration for you, which allows you to connect your Clio account from your Levitate Dashboard.

The Clio integration is a multi-user integration, meaning that each Levitate user on the account will be required to log in to Clio using their unique username and password.

We use Clio's OAuth as the authentication mechanism, so we do not store or request a user's Clio credentials — you will be directed to Clio's login page if not already authenticated.

Your Success Manager can help disable and enable optional settings for tags and contact ownership.

There are three options for Levitate contact ownership with the Clio integration. While we default to the Responsible Attorney for the most recent matter, you can also choose Originating Attorney or a Primary Levitate User to own all contacts. If a contact does not have a Responsible Attorney or an Originating Attorney, we will always fall back on the Primary Levitate User.

Contact Sync Scope

By default, only contacts with a Client tag (whether Active, Pending, or Past Clients) are pulled in. Optionally, we can also pull in all contacts — including those Clio contacts who have never been associated with a matter.

Quick Reference

FAQs

Q: Can companies be synced as contacts?

A: No. Only individual contacts are synced into Levitate.

Q: Does Levitate integrate with Clio Grow?

A: No. The integration currently supports Clio Manage only.

Q: How are matter tags determined?

A: The integration prioritizes the Matter Stage field. If that field is not populated, it will fall back to the Status field.

Q: Can custom fields be used for tagging?

A: Yes. Custom fields on Clio contacts can be used to generate tags, depending on your configuration.

Q: Does Levitate push contact data changes back to Clio?

A: No. Clio is your Practice Management Platform and remains your source of truth for contact information — Levitate only reads contacts as they exist in Clio. You can add additional information, new tags, and new key facts in Levitate and they won't be overridden, but you should not change data in Levitate that is being pulled from Clio.

Q: What triggers the “new client” automation for a Clio contact?

A: The new client automation fires the first time a contact receives the Client tag in Levitate. A contact gets the Client tag when Clio flags them as a client — Clio sets this flag when the contact first has a matter, and the flag is not removed if all of their matters are later closed. In practice, this means the automation runs when the contact is first recognized as a Clio client in Levitate, either at initial sync or when their client status changes in Clio and is picked up during the next sync.

Q: Does opening a new matter for an existing client re-trigger the new client automation?

A: Generally, no. Because the contact already holds the Client tag, adding another matter does not cause the tag to be applied again, so the new client automation does not fire a second time. If you believe an automation did or did not run as expected, contact your Success Manager to review the contact's sync history.

Final Notes

Because every Clio account may be configured differently, your exact setup and available options may vary slightly. The integration is designed to be flexible, allowing you to tailor how data is synced, tagged, and organized in Levitate.