Connecting Clio Manage
Caseworth's only CRM connection that's fully live end-to-end today. Push bridge leads straight into Clio.
What's connected
Clio Manage is currently the one CRM Caseworth connects to end-to-end. Once authorized, Caseworth can push leads and bridge connections into Clio as your firm claims or accepts them.
How to connect
From the Integrations page in the Pro sidebar, find Clio Manage and connect it through the managed authorization flow. Caseworth doesn't store your Clio credentials directly — the connection is brokered through a managed OAuth provider.
Two-way updates
Once connected, you can register Clio webhooks from the Integrations page so relevant changes made in Clio can flow back to Caseworth.
Other CRMs on the list
The Integrations page also lists Filevine, MyCase, Litify, SmartAdvocate, CASEpeer, Lawmatics, PracticePanther, Smokeball, Lead Docket, Clio Grow, and Pipedrive, along with Google Drive, Dropbox, Gmail, and Outlook. These are marked "coming soon" — they're on the roadmap but not connectable yet. If your firm needs one of them today, see "Zapier, Make, and custom webhooks" or "SmartAdvocate (CaseSync)."
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