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Clio
Connect your Clio account and send a client's export straight into their matter.
On Your clients, the Case management card offers Connect Clio once you have an attorney client. Sign in to Clio and allow Sovela. Sovela only adds documents. It reads your open matters so you can choose one. Each region uses its own Clio: US or Canada.
Linking a client and sending
On a client’s Export tab, Find the client’s matter by name or matter number, and choose it. Then Send the export to this matter puts the PDF and the JSON record in the matter’s documents. If Clio doesn’t take the file, nothing else changes; try again.
Disconnect asks Clio to revoke Sovela’s access and forgets your matter links.