The NextChapter and Clio integration provides a seamless, two-way sync for your matters, contacts, and cases. Effortlessly create, update, or remove records across both platforms, while managing events and tasks directly from either interface to keep your firm's workflow perfectly aligned.
Syncing Cases from Clio > NextChapter
Trigger in Clio | Result in NextChpater |
Create a matter | Case created |
Update a matter or contact | Case updated |
Change a Practice Area | Only syncs over if the new Practice Area is Bankruptcy |
Change a contact type | A new case is created in NextChapter (and synced back to Clio). The previous case is archived. |
Change a matter name | Not synced. Case names only sync once, at initial creation. Update the name manually in NextChapter. |
Close a matter | Case stops syncing in NextChapter (does not auto-archive; archive manually if needed) |
Syncing Cases from NextChapter > Clio
Trigger in NextChapter | Result in Clio |
Create a case | Matter/contact created |
Delete a case | Matter deleted |
Syncing Events from Clio > NextChapter
Trigger in Clio | Result in NextChapter |
Create or update an event | Synced to NextChapter, unless the matter is closed, or the event's calendar matches the one selected in NextChapter |
Delete an event | Deleted |
Syncing Events from NextChapter > Clio
Trigger in NextChapter | Result in Clio |
Create or update an event | Synced to Clio, unless the case is archived |
Delete an event | Deleted |
Syncing Tasks from Clio > NextChapter
Trigger in Clio | Result in NextChapter |
Create or update a task | Synced to NextChapter, unless the matter is closed |
Delete a task | Deleted |
Syncing Tasks from NextChapter > Clio
Trigger in NextChapter | Result in Clio |
Create or update a task | Synced to Clio, unless the case is archived |
Delete a task | Deleted |