Clio Integration
Divo + Clio: family law calculations, native to your matter file
We build a two-way sync between Divo and Clio Manage, scoped to your firm — matters, contacts, and financial disclosure flowing both ways, with calculations and reports landing in the right Clio matter.
What the integration covers
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.
How we roll it out with your firm
- 1
Scope
On the first call we map your Clio matter types, contact roles, and document workflow to Divo — so the sync covers the fields your firm actually uses.
- 2
Build
We build against Clio's documented API — OAuth with scope-limited tokens — configured to your matter-type-to-template mapping (e.g., Divorce → full FCSG + SSAG + property; Child Support Variation → FCSG only).
- 3
Test
We validate the sync against your real matter structure in a sandbox before anything touches live data.
- 4
Go live
Your team opens a Clio matter, runs the numbers in Divo, and generated reports land back in the Clio matter file 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 the integration pushes back to the matter.
Frequently asked questions
How does Divo's Clio integration work?
We build it on Clio's documented API using OAuth with scope-limited tokens, scoped to your firm during onboarding. Matters, contacts, and financial disclosure documents sync two-way; calculations performed in Divo flow back to Clio as documents attached to the matter.
What data does the integration cover?
The integration is scoped to 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 stay in Clio — it 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 we build integrations with — we can also connect to ActionStep, PCLaw/Soluno, PracticePanther, CosmoLex, or nothing at all.
Is the Clio integration secure?
Yes. We build the integration on Clio's OAuth flow with scope-limited tokens, requesting only 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?
Divorcepath offers a Clio App Directory integration. Divo takes a build-to-fit approach — we scope the sync to your firm's matter types and document workflow, with 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
Let's scope your Clio integration
Book a demo, walk us through how your firm uses Clio, and we'll map out what the integration looks like for you.