Set up Clio integration

Activate the Clio integration in SpeechLive

  1. Log in to SpeechLive as an account administrator. See User roles for more information.

  2. Navigate to the Administration tab and choose Integrations from the side bar.

  3. Navigate to the Administration tab, click on More... and choose Integrations.

  4. Activate the switch in the Clio section. A new window opens where you have to choose which of the 5 custom fields of the dictation properties are used for the Matter ID in Clio. Continue by clicking Log in to Clio.

  5. A new tab opens, log in with the "integration user" you created to activate the SpeechLive integration and grant access.

  6. You return to SpeechLive where you can see the Clio setup screen, which you can now close. See Change Clio settings if you need to make any changes later in this screen.

  7. The Clio administrator still needs to add the SpeechLive buttons for other user roles in Clio, see Adding SpeechLive buttons for other Clio user roles

Adding SpeechLive buttons for other Clio user roles
[Note]Note

Currently, only the user who enables the integration will have the Custom Action dropdown in Clio that redirects to SpeechLive.

All other users within the same firm will not see this dropdown.

For those users, the only available workaround is to manually copy the Clio Matter ID into the configured custom field in SpeechLive for the integration to function.

Change the naming of the custom field to Matter ID

After activating the Clio integration, you should also change the name of the custom field used for the Matter ID in SpeechLive. This will ensure that users can quickly identify which of the custom fields is used as the Matter ID, for example if they need to enter it manually.

  1. Navigate to the Administration tab, click on More... and choose General.

  2. Scroll to the Rename custom columns section. Enter "Matter ID" in the custom field that you selected as the Matter ID when you activated the integration. For example, if you choose Custom 1, then rename this field to "Matter ID".

    You can just enter the name and click outside of the field to save your changes. The same is true if you change it later, in this case simply delete the content of the field and click outside to leave it empty again.

Change Clio settings

  1. Navigate to the Administration tab, click on More... and choose Integrations.

  2. Click on the settings icon setting_icon.svg in the Clio section.

  3. The settings screen offers different tabs:

    • Synchronizations

      You can retry any failed synchronizations here.

    • Logs

      You can download and review the logs here for detailed insights. Checking the logs helps you to even better identify any errors or problems.

    • API Token

      This screen tells you the current state of the integration, as long as it is enabled no further action is required.

    • Matter ID

      Here you can change which of the 5 custom dictation properties fields are used for the Matter ID of Clio.

Changing the Matter ID field

Every dictation in SpeechLive has various dictation properties, which can be filled out by the user (see Edit dictation properties). To connect SpeechLive to Clio, you must define one of the 5 custom fields of the dictation properties during the integration setup, which will be used to contain the Matter ID.

When users create a new dictation via SpeechLive, one of the custom fields is pre-populated with the correct Matter ID to ensure that the dictation created is associated with the correct Matter in Clio.

To change the Matter ID field:

  1. Navigate to the Administration tab, click on More... and choose Integrations.

  2. Click on the settings icon setting_icon.svg in the Clio section.

  3. Open the Matter ID tab and click on the edit_icon.svg icon in the corner. You can now choose a different custom field to use for the Matter ID.

  4. You also need to change the naming of the custom field within SpeechLive to match the changes. See Change the naming of the custom field to Matter ID.

[Note]Note

Do not use the preset dictation properties function for custom fields when using the Clio integration. For example, if you define a preset for the custom field that you also use for the Matter ID, Clio will not be able to pre-populate this custom field with the Matter ID.

By default, custom fields are not preset, see Preset dictation properties for more information.