Two-way client sync
Create a client in Statular and send it to Clio, or import a Clio contact into Statular before drafting begins.
Clio Integration
Two-way Clio sync for estate planning clients and matters.
Start a client or matter in Statular and sync it to Clio, or open the client or matter in Clio and bring it into Statular for estate planning intake, questionnaires, drafting interviews, document packages, client portal, and review workflows.
What connects
The integration is designed around client and matter data. Statular uses that context to start the drafting workflow and keep estate planning work aligned with the firm's Clio records.
Two-way matter sync
Open a matter in Statular and sync it to Clio, or start with a Clio matter and bring it into Statular for the estate planning workflow.
Secure token handling
OAuth credentials are handled through the integration layer, with encrypted token storage and webhook verification.
Workflow
Originate work in the system that matches your process.
Create clients and matters in Statular, then sync them to Clio.
Create clients and matters in Clio, then sync them to Statular.
Collect estate planning intake through Statular's attorney interview or client questionnaire.
Generate trusts, wills, powers, healthcare directives, deeds, probate documents, or administration documents where supported.
Keep the matter organized with package-specific tasks and final document storage.