Last updated 11-08-2025
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Clio Instance Connector
ion8 Instance Connector is a specialized tool designed to transfer and synchronize data between multiple Clio instances. It enables law firms and legal professionals to move essential information such as Groups, Contacts, Matters, Bank Accounts, and Documents from one Clio account to another. This capability is particularly useful for firms managing multiple branches or undergoing mergers and acquisitions.
The tool targets legal practices that require efficient data migration and synchronization across different Clio domains, including those located in Canada, Europe, and the United States. It supports both one-way and two-way syncing, allowing users to customize how data flows between accounts.
A key value of ion8 Instance Connector lies in its ability to maintain data integrity during transfers, ensuring no loss of client information. Users can select specific data to migrate and define sync parameters based on regions, practice areas, or custom fields. This customization helps firms segregate data appropriately and comply with regional regulatory requirements.
The Instance Connector also addresses compliance needs by facilitating data storage in designated server locations, helping firms meet GDPR and other data protection regulations. All data transfers are managed by ion8, reducing the technical burden on users.
Technically, the solution integrates directly with Clio's legal practice management software, leveraging APIs to move and sync data securely between instances. The service is supported by ion8's infrastructure, which handles the migration process efficiently.
Overall, ion8 Instance Connector offers a practical solution for legal firms needing to manage multiple Clio accounts, streamline data sharing, and maintain compliance across jurisdictions.
🔄 One or two-way syncing to control data flow between Clio accounts
📁 Transfer Groups, Contacts, Matters, and Documents securely
🌍 Support for multiple regions including Canada, Europe, and the US
⚙️ Customize data sync by region, practice area, or custom fields
🛡️ Helps maintain regulatory compliance with data location control
Enables seamless data transfer between multiple Clio instances
Customizable syncing options tailored to firm needs
Supports compliance with international data regulations
Reduces manual data entry and risk of data loss
Managed data transfers handled by ion8 for ease of use
Pricing is high with a one-time migration fee of $7,500
Customization requires contacting sales, no standard plans detailed
Limited public information on ongoing subscription costs
Can ion8 Instance Connector sync data between Clio accounts in different countries?
Yes, it supports syncing data across Clio instances in Canada, Europe, and the United States, helping firms comply with regional regulations.
Is it possible to choose which data to transfer between Clio accounts?
Yes, users can customize the data they want to sync, including Groups, Contacts, Matters, Bank Accounts, and Documents.
Does ion8 handle the data transfer process or do users need to manage it themselves?
All data transfers are managed by ion8, allowing users to relax while their data is securely moved and synced.
Can the syncing be set as one-way or two-way between Clio instances?
Yes, ion8 Instance Connector allows users to select either one-way or two-way syncing depending on their needs.
How does ion8 Instance Connector help with regulatory compliance?
It enables firms to store data in specific server locations based on region, helping meet GDPR and other data protection requirements.
Is ion8 Instance Connector suitable for firms undergoing mergers or acquisitions?
Yes, it offers a one-time migration service designed to transfer data quickly during office expansions or M&A activities.
What types of data can be transferred using ion8 Instance Connector?
The tool can move Groups, Contacts, Matters, Bank Accounts, Documents, and more between Clio instances.