Import PMS matters into
Clio Operate in seconds
A secure, audited bridge between your PMS practice management system and Clio Operate. Preview, map, and import matters with full party data — no manual re-entry.
How it works
Search & Preview
Enter a PMS matter number. The portal fetches the matter, maps its fields and parties, and shows you a full dry-run preview — Nothing is created in Clio Operate until you confirm.
Review & Confirm
Inspect mapped matter attributes, work type, and all parties before committing. Idempotency checks prevent duplicate imports.
Import into Clio Operate
One click creates the Clio Operate work item, creates party records in Clio Operate, stamps you as contributor, and records the import in the audit log.
What gets imported
Every import creates or updates these Clio Operate objects.
Work Item
Matter title, reference, status, open/close dates, and work type.
Party Records
All PMS parties created as ODS entities with external reference tags.
PMS Reference Tags
PMS matter ID, matter code, client ID, and client code stored as custom attributes.
You're Added as Participant
The importing user is added as a participant so the matter is visible in Clio Operate immediately.
Secure by design
- Authentication via Alterspective Identity (OIDC) — no shared passwords.
- Each organisation's credentials are kept separate and secure.
- Imports can be turned off per environment.
- Full import audit log with user, timestamp, and outcome.
- Duplicate prevention — importing the same matter twice won't create a copy.
Architecture
Ready to start importing?
Sign in with your Alterspective account to get started.
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