If you don't yet have an account with Clio, sign up for a free trial here!
After you've connected Clio to NextChapter, you will be able to sync your contacts and bankruptcy matters between both platforms.
Syncing Successfully
To sync successfully, both of the following conditions must be met:
1. The status of the matter in Clio is "Open"
Closed matters are excluded to prevent all your firm's historical closed matters to sync over to NextChapter at once.
2. The matter's Practice Area contains the word "Bankruptcy"
You can either use pre-set "Bankruptcy" option or you add a custom Practice Area with the work Bankruptcy included, ex. "Bankruptcy - Chapter 7".
⚠️ Before you Sync: ⚠️
If a matching case already exists on both platforms, be sure to link them first, or a duplicate will be created on the platform where the case doesn't yet exist, rather than connecting to the existing case/matter.
Review our article on Connect Existing Cases to prevent duplicates.
Data is synced automatically each day at around 2am EST when usage is lowest.
Field Mapping & Defaults
When fields in Clio are missing or data fails to match exact naming conventions, NextChapter automatically applies a standard default value based on your NextChapter settings. These fields may need to be corrected manually after the sync.
Common Examples:
District: As Clio lacks a built-in district field, new cases automatically default to your firm’s primary district.
Chapter: As Clio lacks a built-in chapter field, new cases automatically default to Chapter 7.