# Clio plugin

Integrates Clio (opens new window) with the Epona provisioning service. The plugin periodically syncs matters and contacts from Clio to SharePoint, and optionally sends data back to Clio when matters are updated.

DLL: Epona.Clio.dll

# What it does

Matter sync — reads matters from Clio via the REST API and creates or updates matters in SharePoint on a configurable schedule.
Contact sync — optionally reads contacts and assigns them to matter team members.
Post handler — when a matter is updated in SharePoint, can send data back to Clio to update custom fields.
Field mapping — maps Clio matter and contact fields to SharePoint properties with customizable source/target field names.

# Deployment

Copy Epona.Clio.dll to the service's bin directory.
Restart the provisioning service.
Open the Configurator, select the relevant SharepointCfg, and configure the Clio section that now appears in the property grid.

# Configuration reference

# Connection settings

# Name

Type: string | Default: Clio

Display name for this plugin configuration.

# Disabled

Type: boolean | Default: false

Set to true to disable this configuration without removing it.

# AppUrl

Type: string | Default: https://app.clio.com/

Base URL of your Clio instance.

# AppKey

Type: string

Clio API key for authentication.

# AppSecret

Type: string

Clio API secret. Stored encrypted. Managed via the Secrets manager.

# AppCode

Type: string

Clio authorization code for OAuth authentication. Stored encrypted.

# Scheduling

# IntervalInMinutes

Type: integer

How often the sync job runs.

# StartTime

Type: TimeSpan

Earliest time of day the job may run. Leave empty to run at any time.

# EndTime

Type: TimeSpan

Latest time of day the job may run. Leave empty to run at any time.

# LastRunDateTime

Type: datetime

Timestamp of the last successful sync. Updated automatically.

# Matter mapping

# MatterCode

Type: string | Default: display_number

Clio field that maps to the SharePoint matter code.

# MatterName

Type: string | Default: description

Clio field that maps to the SharePoint matter name.

# MatterNameUseDescription

Type: boolean | Default: false

If true, use the description field as the matter name instead of the display name.

# MatterFieldMapping

Type: string

Maps Clio fields to SharePoint fields. Syntax: sharepointField=clioField;sharepointField2=clioField2.

# MatterEndpointUrlFilter

Type: string

Optional query parameters to append when fetching matters. Example: ?status=active.

# Client mapping

# MapPracticeArea

Type: string

Clio field containing the practice area.

# MapResponsibleAttorneyName

Type: string

Clio field containing the responsible attorney's name.

# MapResponsibleAttorneyEmail

Type: string

Clio field containing the responsible attorney's email.

# MapOriginatingAttorneyName

Type: string

Clio field containing the originating attorney's name.

# MapOriginatingAttorneyEmail

Type: string

Clio field containing the originating attorney's email.

# MapStatus

Type: string

Clio field containing the matter status.

# MatterCodeSplit

Type: string | Default: /

Delimiter used to split composite matter codes.

# ClientFieldMapping

Type: string

Maps Clio client fields to SharePoint fields. Same syntax as MatterFieldMapping.

# Filtering

# MatterFilter

Type: string

Filters applied when reading matters from Clio. Syntax: <clioField>=<value>;.

# Post handler (save back to Clio)

# EnablePostHandler

Type: boolean | Default: false

Set to true to enable saving data back to Clio when matters are updated.

# SharePointMatterIdPropertyName

Type: string

Name of the SharePoint property that contains the Clio matter ID.

# SharepointDataPropertyName

Type: string | Default: URL

Name of the SharePoint property containing the data to send to Clio.

# SaveInCustomFieldValues

Type: boolean | Default: false

Set to true if the target Clio field is in the custom field values section.

# ClioTargetField

Type: string

Name of the Clio field (or custom field) that receives the data.

# Debugging

# Debug

Type: boolean | Default: false

Enables verbose debug logging.

# TestMapping

Type: boolean | Default: false

When enabled, moves parsed JSON to the test directory and skips updating the last-changed timestamp. Use to validate field mappings without modifying state.

# Example configuration

Property	Example value
`Name`	`Clio`
`AppUrl`	`https://app.clio.com/`
`AppKey`	`your-api-key`
`IntervalInMinutes`	`30`
`MatterCode`	`display_number`
`MatterName`	`description`
`MatterFieldMapping`	`MatterType=practice_area;Responsible=responsible_attorney_name`
`MapPracticeArea`	`practice_area`
`MapResponsibleAttorneyName`	`responsible_attorney_name`
`MapResponsibleAttorneyEmail`	`responsible_attorney_email`
`MatterFilter`	`status=active;`
`EnablePostHandler`	`false`
`Debug`	`false`

Configuration reference — provisioning configuration reference
Plugins index — list of available plugins

# Clio plugin

# What it does

# Deployment

# Configuration reference

# Connection settings

# Name

# Disabled

# AppUrl

# AppKey

# AppSecret

# AppCode

# Scheduling

# IntervalInMinutes

# StartTime

# EndTime

# LastRunDateTime

# Matter mapping

# MatterCode

# MatterName

# MatterNameUseDescription

# MatterFieldMapping

# MatterEndpointUrlFilter

# Client mapping

# MapPracticeArea

# MapResponsibleAttorneyName

# MapResponsibleAttorneyEmail

# MapOriginatingAttorneyName

# MapOriginatingAttorneyEmail

# MapStatus

# MatterCodeSplit

# ClientFieldMapping

# Filtering

# MatterFilter

# Post handler (save back to Clio)

# EnablePostHandler

# SharePointMatterIdPropertyName

# SharepointDataPropertyName

# SaveInCustomFieldValues

# ClioTargetField

# Debugging

# Debug

# TestMapping

# Example configuration

# Related