The Update Cycle That Eats Your Afternoon
It is three days before a settlement conference. Opposing counsel sends updated financial disclosure: a new T4 showing $8,000 more in employment income than the figure in your current calculation. Here is what happens next without an integration:
- Open Divorcepath. Find the client file. Update the income figure. Re-run the calculation.
- Download the updated child support report as a PDF.
- Open Clio. Navigate to the matter. Upload the PDF. Rename it so your team knows it supersedes the previous version.
- Regenerate the Form 13.1 Financial Statement with the updated income. Download it. Upload it to Clio. Rename it.
- Repeat for any other affected documents -- spousal support report, net family property statement, settlement brief.
Each cycle takes 10 to 15 minutes of clicking, downloading, navigating, uploading, and renaming. For a busy family practice handling 15 to 20 active files with evolving disclosure, this adds up to hours per week spent on file logistics rather than legal work.
The Clio integration compresses that cycle to a single step: update the calculation, and the new documents push to the linked matter automatically. The previous versions are preserved in Clio's document history. Your team always sees the latest numbers in the place they already look -- the Clio matter file.
Why This Integration Matters
Family law practitioners who use both Divorcepath and Clio have told us the same thing: they're entering client information twice. Names, dates of birth, addresses, and income details go into Clio for case management and then into Divorcepath for support calculations. When information changes — a new income disclosure, an updated address, a correction to a date of birth — it needs to be updated in both places.
This duplication isn't just inefficient. It's a source of errors. A transposed digit in an income figure or a wrong date of birth can flow through to court documents without being caught. The Clio integration solves this by creating a single source of truth for client data that flows seamlessly into your calculations.
Key Features
Auto-Import Client Data
When you start a new calculation in Divorcepath, you can now pull client information directly from your Clio matters. Select the matter, choose the relevant contacts, and their demographic information populates automatically. This includes names, dates of birth, addresses, and any custom fields you've mapped between the two systems.
The integration supports two-way sync with configurable toggles for each direction — client data can flow from Clio to Divorcepath, and from Divorcepath to Clio, with each direction independently enabled in your integration settings. This protects the integrity of your Clio records while still giving you the convenience of automated data entry.
Calculate child support, spousal support, and property division in minutes.
Link Calculations to Matters
Every Divorcepath calculation can be linked to a Clio matter. Once linked, the calculation appears in your Clio matter timeline as an activity, and the PDF output is automatically saved as a document in the matter. This means your support calculations are always findable in the same place you manage everything else about the file.
When you update a calculation — whether because of new income information, a change in parenting time, or an adjustment to section 7 expenses — the updated version replaces the previous one in Clio, with the prior version preserved in the document history.
Income Data Sync
For firms that store financial disclosure information in Clio's custom fields, the integration can map those fields to Divorcepath's income inputs. This is particularly valuable for firms with standardized intake processes where financial data is captured during the initial client meeting and stored in Clio. Rather than re-entering that data when it's time to run calculations, it flows through automatically.
Setting Up the Integration
Connecting your Divorcepath and Clio accounts takes about five minutes:
- Step 1: Log in to your Divorcepath account and navigate to Settings > Integrations.
- Step 2: Click "Connect to Clio" and authorize the connection. You'll be redirected to Clio to grant permission.
- Step 3: Configure your field mappings. Divorcepath provides default mappings for standard Clio contact fields. If your firm uses custom fields for income or other financial data, you can map those to the corresponding Divorcepath inputs.
- Step 4: Choose your sync preferences — whether to auto-link new calculations to matters, whether to save PDFs automatically, and notification preferences.
Once connected, the integration runs in the background. You'll see a Clio icon on relevant screens in Divorcepath indicating that data is linked to your practice management system.
Permissions and Security
The integration uses Clio's OAuth 2.0 authentication framework and requests only the minimum permissions needed to function. Specifically, Divorcepath requests read access to matters and contacts, and write access to activities and documents within matters. We do not access billing data, trust accounting, calendar events, or any Clio data outside the authorized scope.
All data transferred between the two systems is encrypted in transit using TLS 1.2 or higher. Divorcepath does not store copies of your Clio data beyond what is needed for the immediate operation — client information imported for a calculation is stored as part of that calculation, but no separate mirror of your Clio database is created.
Benefits for Family Law Firms
Here's what you can expect from the integration:
- Faster calculations: Eliminating manual client data entry saves several minutes per calculation. For firms running dozens of calculations per month, this adds up quickly.
- Fewer errors: Auto-imported data eliminates transcription mistakes that can flow through to court documents and calculations.
- Better file organization: Calculations linked to matters mean no more searching for the latest version of a support calculation. It's in Clio, attached to the matter, with version history.
- Streamlined disclosure: When opposing counsel requests updated calculations, they can be generated and shared directly from the matter file with current data.
What About Data Security?
Family lawyers are custodians of some of the most sensitive personal and financial information their clients will ever share. When evaluating any integration, the questions are practical: Where does my data go? Who can access it? What happens if I disconnect?
The Divorcepath-Clio integration is built with these concerns in mind:
- Minimum-scope permissions: The integration requests only read access to matters and contacts, and write access to activities and documents. It does not access billing, trust accounting, or calendar data.
- No shadow database: Divorcepath does not create a mirror copy of your Clio data. Client information imported for a calculation is stored within that calculation only.
- Encryption in transit: All data exchanged between systems uses TLS 1.2 or higher.
- Clean disconnect: If you disable the integration, the link between records is removed. Your data remains in each system independently -- nothing is deleted from either platform.
Availability and Pricing
The Clio integration is available at no additional cost to all Divorcepath Pro and Firm subscribers. It requires an active Clio Manage subscription (Clio Grow integration is not yet supported but is on our roadmap).
To get started, visit Settings > Integrations in your Divorcepath account, or contact our support team at [email protected] if you need assistance with the setup.
