Clio Integration
Divo + Clio: family law calculations, native to your matter file
Two-way sync between Divo and Clio Manage. Matters, contacts, and financial disclosure flow both ways. Calculations and reports land in the right Clio matter automatically.
What syncs between Divo and Clio
Matters
File number, client name, opposing party, opening date, matter type. Two-way.
Contacts
Clients, opposing counsel, opposing party. Two-way.
Documents
Financial disclosure uploaded to Clio appears in Divo. Divo reports push back to the Clio matter.
Setup in under 10 minutes
- 1
Connect your Clio workspace
In Divo, go to Settings → Integrations → Clio. Click Connect, log in to Clio, and approve the OAuth permissions. Takes about 30 seconds.
- 2
Map matter types
Tell Divo which Clio matter types should sync to which Divo calculation templates (e.g., Divorce → full FCSG + SSAG + property; Child Support Variation → FCSG only).
- 3
Sync your first matter
Open a Clio matter, click 'Open in Divo' from the matter sidebar. The matter, contacts, and uploaded financial documents appear in Divo ready for calculation.
- 4
Push reports back to Clio
Generate a Divo report (PDF or Word). One click sends it back to the Clio matter file as a document, with the matching matter and date metadata.
Why Canadian family-law firms pair Divo with Clio
Clio Manage is the most-used practice management platform among Canadian family-law firms, but it doesn't perform FCSG, SSAG, or property-division calculations — those need a purpose-built engine. Divo fills the calculation gap while Clio handles the matter, contacts, billing, and document storage.
The result: lawyers stay in Clio for the firm-management workflow and jump into Divo only when they need to run the numbers — which then flow back to the matter automatically.
Frequently asked questions
How does Divo's Clio integration work?
Divo authenticates with your Clio Manage workspace via OAuth. Once connected, matters, contacts, and financial disclosure documents sync two-way in near-real time. Calculations performed in Divo flow back to Clio as documents attached to the matter; matter updates in Clio update Divo's working file.
What data syncs between Divo and Clio?
Matter metadata (file number, opening date, client name, opposing party), contacts (clients, opposing counsel), and documents (uploaded financial disclosure, generated Divo PDF reports). Time entries are not synced — Clio remains the source of truth for billable time.
Do I need a Clio Manage subscription to use Divo?
No. Divo works standalone. Clio is one of several practice-management tools Divo integrates with — you can also use ActionStep, PCLaw/Soluno, PracticePanther, CosmoLex, or nothing at all.
Is the Clio integration secure?
Yes. The integration uses Clio's OAuth flow with scope-limited tokens. Divo only requests the permissions needed for matter and contact sync. Client data is hosted in Canadian data centres and is never shared with third-party AI providers.
How is this different from Divorcepath's Clio integration?
Both tools integrate with Clio via the Clio app directory. Divo's emphasis is on AI-native document extraction (auto-parsing T4s, NOAs, and pay stubs uploaded to a matter) and plain-language calculation explanations attached to each generated report.
Related
Connect Divo to Clio today
Book a demo and we'll set up the Clio sync against a test matter live on the call.