How Peak Leverage connects to Clio
Clio combines legal intake, matter management, billing, documents, calendaring, and client communication so a law firm can move from first inquiry through active matter inside one operating system.
Auth model
Clio uses OAuth 2.0 authorization code flows for app-based integrations, so credentials and token exchange need to stay server-side.
API model
A managed website can capture richer public-side intake data, then push the clean record into Clio through documented contacts, matters, and related intake workflows.
Related routes for Clio
Review the industry-specific pages that inherit this documented integration model.