Link existing matters
Bring active Clio matters into your estate workflow as your firm needs them.
Clio integration
Your estate workflow, connected to Clio.
EstateMin connects to Clio and adds client intake, structured estate information, data extraction and court form preparation. Contacts, documents and tasks sync both ways.
Built around your workThe details that make
The details that make
the day easier.
Contacts in context
Use the people connected to a matter alongside structured estate information.
Connected documents
Work with Clio documents and folders from your matter workflow.
Deadlines & tasks
Keep responsibilities and task status connected to your Clio work.
Prepared PDFs back in Clio
Save supported prepared forms to the linked matter after review.
Less scattered information
Give the estate team a focused workspace alongside your practice-management system.
The integration connects specific matter, contact, document and task workflows. Estate-specific records and client submissions have their own review and update steps.