Eternal Pro + Clio
Connected Intake. Synced Matters. Smarter Estate Planning.
Connect Eternal Pro with Clio to securely synchronize Client intake.
Why Integrate Eternal Pro with Clio?
Stop switching tabs, re-keying data, and tracking down missing information. Clio and Eternal Pro give you one connected, secure intake workflow.
Automated Contact Sync
Keep client contacts current across Clio and Eternal Pro, automatically.
Streamlined Workflow
Go from intake to drafting to execution without missing a step.
Collaborative Intake
Work alongside paralegals and clients in real time inside Eternal Pro.
Enhanced Client Experience
Give clients a polished, secure onboarding that reflects your firm standards.
How the Clio Integration Works
- Link your Clio account to Eternal Pro in just a few clicks
- Push every piece of estate intake data into Clio with a single click
- Eternal Pro takes it from there, matching or creating each contact, attaching them to a new or existing Matter, and filing every document and intake response in Clio
- Working from contacts that already live in Clio? Send them secure intake invitation links automatically
- Best of all, it runs both ways - Eternal Pro and Clio stay in bidirectional sync, keeping contacts, Matters, and intake data aligned across both systems
Ready to Connect?
Together, Eternal Pro + Clio make estate planning easier and more secure than ever.
Ready to upgrade your intake and deliver better client outcomes?
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