Loading admin session...
Firm Context
- Firm
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- Firm ID
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- Admin
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- Role
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User Management
Manage beta access for users in this firm.
| Name | Role | Status | Clerk Invite | Created | Actions | |
|---|---|---|---|---|---|---|
| Users have not loaded yet. | ||||||
Clio Status
Checking- Stored Connection
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- Region
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- Last Checked
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- Token Refresh Required
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Clio OAuth Configuration
Checking- Region
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- Authorize Endpoint
- Token Endpoint
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- API Base
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- Redirect URI
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- Client ID Configured
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- Scopes
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Clio Operations
Run safe admin checks and preparation tasks for the active firm.
Workflow
- Connect or Reconnect Clio
- Run Diagnostics
- Import Clients/Matters
- Run Export Dry-Run
- Export selected call only
Connection Status
Refresh the stored connection row and OAuth configuration view.
Read Diagnostics
Verify real Clio API health by reading the connected account, contacts, and matters.
Clients and Matters Import
Mirror the first Clio clients and matters page into existing local import logic.
Call Export Dry-Run
Preview Matter Note and Time Activity readiness without creating Clio records.
Sync Troubleshooting
Review recent Clio sync attempts and retry one eligible reviewed call at a time.