EstateMin makes connecting with Clio Manage simple and secure. You’ll sign in using your Clio credentials — no new passwords required.
🔐 Sign In and Authorize Access
Click Sign in with Clio
Log in using your Clio credentials
Click Allow Access to authorize EstateMin
Click Authorize Clio Manage
Click Allow Access again to confirm
Once authorized, you can start linking your Clio Matters to EstateMin.
⚠️ Note: Only the matters you actively select will sync. EstateMin never accesses your data without your permission.
🔁 What Syncs Between Clio and EstateMin?
Matters
When you link a matter, the matter number and client name sync to EstateMin.
Contacts
When creating a person in EstateMin, you can:
Select an existing Clio contact, or
Create a new one
The contact will be added as a related contact on the Clio matter.
Documents
Documents added to:
Estate Items, or
The Estate Files tab
will sync to a new folder in the Clio Documents tab for that matter.
Users
All Clio users can sign into EstateMin using their Clio accounts.
EstateMin respects Clio's permissions — users cannot access matters they don’t have permission to view in Clio.
Custom Field (Quick Link)
When you first log in, EstateMin creates a custom matter field in Clio. This field stores a direct link back to the matter in EstateMin.
Every time you link a matter, the custom field is automatically added.
⚠️ Important: A user with Administrator permissions in Clio must sign into EstateMin at least once to enable the custom field.
💬 Need Help?
Click the blue chat bubble on the bottom right of your screen to speak with a live agent, or email us at [email protected].