Clio Integration

Integrating your Clio account with Redactable allows you to easily redact and manage your Clio documents directly from Redactable. This integration lets you upload, redact, and sync files between the two platforms, saving time and ensuring accuracy. It’s a great solution for professionals who want to simplify workflows while protecting sensitive information.

Why it matters

Redactable’s Clio integration makes managing sensitive documents easier than ever.

Key benefits include:

• Seamless Integration: Streamlined workflow between Clio and Redactable.
• Seamless File Transfer: Quick file transfers without having to switch between apps.
• Data Integrity: Clear instructions help avoid accidental overwrites of original files.
• User-Friendly Design: A straightforward process reduces complexity for legal professionals.

Using the Clio integration

Connect Clio to Redactable

        1. Open Redactable and click on “Upload Files”

        2. Choose Clio as the file source.

        3.  Log into your Clio account to authorize the connection.

Upload files from Clio to Redactable

        4. Once authorized, browse your Clio folders from within redactable.

        5. Select the files you want to redact.

        6. Add the files to your preferred project folder in Redactable.

        7. Click on “Select” to start uploading.

Redact documents in Redactable

‼️ Before beginning the redaction process, it’s important to note that when Redactable syncs a file back to Clio, it overwrites the original file in Clio. To avoid losing the original version, follow these steps:

• Make a copy of the file in Clio before uploading it to Redactable.
• Use this copy for redaction to ensure the original file remains untouched.

If overwriting the original file is not an issue, you can proceed without creating a copy.

        8. Once uploaded, open the file to begin the redaction process.

        9. Proceed with the redaction process as you normally would.

Finalize and sync back to Clio

        10. Click on “Finalize Redaction” to lock your changes.

        11. Redactable will automatically sync the updated file back to Clio.

Verify the updated file in Clio 

    12. Log into Clio and navigate to the relevant case or folder.

        13. Open the synced file and confirm your redactions.

With this integration, managing Clio documents in Redactable is quick, easy, and secure.

If you have additional questions or need help, please contact us at [email protected].

Tip: For detailed instructions on how to use the Redaction Wizard, click here.