Clio Integration: Admin Access Requirements

For the organization-level Clio integration, the connecting admin must have full access to all clients and matters.ients and matters in Clio. Billables AI syncs based on that admin's permissions, so any clients or matters they can't see in Clio won't appear in Billables AI for anyone at the firm.

Requirements

The person connecting the integration must be a Clio admin with firm-wide access to all clients and matters. The organization integration must also be completed before individual users can connect their own accounts.

What can go wrong

If the connecting admin has limited access, those gaps will carry over into Billables AI. Similarly, if the admin has access to confidential matters, those may become visible in ways that weren't intended.

If something's off

The integration will need to be disconnected and reconnected by someone with the correct access level. Reach out to your Billables AI contact if you need help resolving a mismatch.