Setting Up Triggers for Closed Matters in Clio

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Setting Up Triggers for Closed Matters in Clio

Documentation Team

Updated 2 months ago

This guide will help you configure triggers for Closed Matters in Clio, specifically for opting out or opting in to syncing customer data. Follow the instructions below to set up these configurations effectively.

Setting Up the Closed Matter (Opt Out) Trigger

The Closed Matter (Opt Out) trigger allows you to exclude specific customers from syncing their data to the platform when a Matter is closed. When the “Opt Out” checkbox is checked, Clio will not send the customer’s information. By default, the checkbox is unchecked, and data will sync automatically.

Steps to Configure

Log in to your Clio Dashboard.
Navigate to Settings > Custom Fields.
Ensure you are in the Contact Custom Fields section.
Select Individual Fields.
Click the green Add button.
Fill out the details as follows:

Important Notes

Setting Up the Closed Matter (Opt In) Trigger

The Closed Matter (Opt In) trigger ensures that customer data syncs only if a specific custom field for a Matter is explicitly marked for syncing. By default, this field is checked to allow syncing.

Steps to Configure

Log in to your Clio Dashboard.
Navigate to Settings > Custom Fields.
Ensure you are in the Matter Custom Fields section.
Select Individual Fields.
Click the green Add button.
Fill out the details as follows:

Important Notes

By following these steps, you can successfully manage how customer data syncs when Matters are closed in Clio. If you have further questions or need assistance, feel free to contact our support team.