Connecting EstateMin with Clio Manage

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

1. Go to https://app.estatemin.com
2. Click Sign in with Clio
3. Log in using your Clio credentials
4. Click Allow Access to authorize EstateMin
5. Click Authorize Clio Manage
6. 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 info@estatemin.com.