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ThreadLock + Clio Integration

Connect ThreadLock's client-focused evidence management with Clio's attorney practice management for seamless family law case collaboration.

Integration Status: In Development

The ThreadLock-Clio integration is currently in development and will be available to ThreadLock Pro subscribers. Attorneys interested in early access can join our beta program.

Integration Overview

The ThreadLock-Clio integration bridges the gap between client case management and attorney practice management. Clients organize their evidence, documents, and timelines in ThreadLock, while attorneys access and review this information directly within their Clio workspace.

How It Works

  1. Client Uses ThreadLock: Your client organizes evidence, creates timelines, logs incidents, and prepares exhibits in ThreadLock's user-friendly interface.
  2. Connect to Clio: As the attorney, you connect your ThreadLock Pro account to your Clio practice management system using secure OAuth authentication.
  3. Link Client Matters: Associate your client's ThreadLock case with the corresponding matter in Clio. One-time setup per client.
  4. Automatic Sync: Case information, documents, timelines, and evidence automatically sync from ThreadLock to Clio.
  5. Review in Clio: Access client-submitted evidence, timelines, and exhibits directly within Clio's matter management interface.

Key Benefits

For Attorneys

  • Single Source of Truth: Client evidence appears directly in Clio alongside your case notes, billing, and calendar.
  • Time Savings: No need to request documents via email, download attachments, or manually organize client-submitted files.
  • Better Client Intake: Clients arrive at consultations with organized evidence, timelines, and documentation already prepared.
  • Improved Collaboration: Review client evidence, leave comments, and request additional documentation without switching platforms.
  • Case Preparation: Access chronological timelines and categorized evidence for hearing prep, discovery, and trial.

For Clients

  • Easy Evidence Sharing: Organized evidence automatically flows to their attorney without manual uploads or email attachments.
  • Real-Time Updates: As clients add evidence or update timelines, attorneys see changes reflected in Clio.
  • Reduced Duplication: Submit documents once in ThreadLock rather than repeatedly via email or portal uploads.
  • Attorney Feedback: Receive requests for additional evidence or clarification directly through the integrated workflow.

Data Synchronization

What Syncs from ThreadLock to Clio

ThreadLock FeatureClio DestinationSync Behavior
Evidence DocumentsClio Documents (Matter)Real-time, automatic
Timeline EventsClio Custom FieldsReal-time, automatic
Journal EntriesClio Notes/ActivitiesReal-time, automatic
Messages (Evidence)Clio CommunicationsReal-time, automatic
Exhibit PreparationClio DocumentsOn-demand export
Case MetadataClio Matter DetailsInitial sync + updates

What Does NOT Sync

  • Clio billing and time entries (remain in Clio only)
  • Clio calendar and tasks (managed separately)
  • Clio client billing portal access (separate authentication)
  • Attorney notes marked as private (stay in Clio)

Workflow Examples

Example 1: Initial Client Consultation

Scenario: New client consultation with organized evidence

  1. Prospective client downloads ThreadLock and organizes 3 months of text messages, emails, and incident documentation before initial consultation
  2. Client creates timeline of custody-related events with linked evidence
  3. Attorney reviews organized evidence in Clio before consultation
  4. Consultation is more productive—attorney understands case facts immediately
  5. If client retains attorney, case evidence is already in attorney's system

Example 2: Ongoing Case Management

Scenario: Custody modification with new evidence

  1. Client logs new incidents in ThreadLock journal as they occur
  2. Client uploads related evidence (photos, messages, school records)
  3. Attorney receives notification of new evidence via Clio
  4. Attorney reviews new evidence within Clio, leaves comment requesting clarification
  5. Client receives request, adds additional context and evidence
  6. At hearing prep, attorney has complete, organized evidence package ready in Clio

Example 3: Discovery Response Preparation

Scenario: Responding to discovery requests

  1. Attorney receives discovery requests requiring client documents and communications
  2. Attorney reviews organized evidence in Clio via ThreadLock sync
  3. Attorney identifies relevant documents by category, date range, and tags
  4. Attorney exports exhibits directly from Clio, properly formatted and numbered
  5. Discovery response prepared in fraction of typical time

Security & Privacy

Authentication & Authorization

  • OAuth 2.0: Secure, industry-standard authentication protocol
  • Attorney Permission Required: Clients must grant attorneys access to their ThreadLock case
  • Revocable Access: Clients can revoke attorney access at any time
  • Matter-Level Linking: Attorneys only access cases explicitly linked to Clio matters

Data Security

  • Encryption in Transit: TLS 1.3 for all data transfers
  • Encryption at Rest: Data encrypted in both ThreadLock and Clio
  • No Third-Party Storage: Data remains within ThreadLock and Clio infrastructure
  • Audit Logging: Complete audit trail of all sync activities
  • HIPAA Compliance: Integration supports HIPAA-compliant workflows

Client Privacy Controls

  • Clients control which evidence items sync to attorney
  • Clients can mark items as "personal" (not synced)
  • Clients receive notifications when attorney accesses synced data
  • Clients maintain copy of all evidence even if attorney relationship ends

Technical Requirements

For Attorneys

  • Clio Subscription: Active Clio Manage account (any tier)
  • ThreadLock Pro: ThreadLock Pro subscription required
  • Clio API Access: Integration uses standard Clio API (no special permissions needed)
  • Browser: Modern browser (Chrome, Firefox, Safari, Edge)

For Clients

  • ThreadLock Account: Any ThreadLock plan (Core or Pro)
  • Attorney Authorization: Must grant attorney access to case
  • No Clio Account Required: Clients do not need Clio access

Pricing

The ThreadLock-Clio integration is included at no additional cost for ThreadLock Pro subscribers. Standard Clio subscription fees apply separately.

ThreadLock Pro: $99/month

  • Clio integration included
  • Unlimited client cases
  • Attorney collaboration features
  • Admin oversight and reporting
  • Priority support

Frequently Asked Questions

What is the ThreadLock-Clio integration?

The ThreadLock-Clio integration connects ThreadLock's client-facing case management tools with Clio's attorney practice management system. This allows attorneys using Clio to access client evidence, timelines, and documentation organized in ThreadLock without switching platforms.

Do I need Clio to use ThreadLock?

No. ThreadLock works independently for both self-represented litigants and attorneys. The Clio integration is an optional enhancement for attorneys who already use Clio for practice management and want to streamline client collaboration.

What data syncs between ThreadLock and Clio?

The integration syncs case information, client contact details, document libraries, and timeline events. Evidence organized in ThreadLock becomes accessible within Clio's matter management interface. Attorneys can review client-submitted evidence without leaving their Clio workspace.

Is the Clio integration available now?

The ThreadLock-Clio integration is currently in development. It will be available to ThreadLock Pro subscribers upon release. Attorneys interested in early access can contact ThreadLock to join the integration beta program.

Can clients see my Clio data?

No. The integration is one-way: ThreadLock evidence syncs to Clio, but Clio data (billing, time entries, private notes) does not sync to ThreadLock. Clients only see their own ThreadLock case and any comments/requests you share with them through the collaboration features.

Does this work with Clio Grow or Clio Draft?

The integration is designed for Clio Manage (practice management). Integration with Clio Grow (client intake) and Clio Draft (document automation) may be added in future updates.

How do I sign up for the beta program?

Contact ThreadLock support with your Clio account information and ThreadLock Pro subscription details. Beta participants will receive early access to the integration and priority support during the beta period.

Getting Started

Interested in the ThreadLock-Clio Integration?

The integration is currently in development. Sign up to be notified when it's available or join the beta program for early access.

Learn More About ThreadLock Pro

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