How to Connect RedactifyAI to Clio Manage
This guide walks you through connecting your RedactifyAI account to Clio Manage, importing documents from your matters, running AI-powered redaction, and saving results back to Clio. Redacted documents save as new files in your matter — your originals are never overwritten.
Why connect Clio to RedactifyAI?
Originals stay untouched
Redacted documents are saved as new files in your Clio matter. Your original is never modified. Courts can order in-camera review; your unredacted file is always there.
Redaction is permanent
Sensitive data is removed from the file itself, not hidden behind a box. There is nothing to copy, recover, or accidentally expose in production.
Full audit trail
Every redaction action is logged: who redacted, what was removed, and when. Exportable for compliance reviews or bar association records requests.
No context switching
Import directly from any Clio matter and folder. When you are done, the redacted file appears in Clio automatically — no downloading, renaming, or re-uploading.
Before you start
- An active Clio Manage account
- A RedactifyAI account on the Starter plan or higher. The Clio integration is not available on the Free plan. View plans
Connect RedactifyAI to Clio
In your RedactifyAI dashboard, open the Integrations or Settings section and click Connect to Clio. [PLACEHOLDER: confirm the exact menu location once the integration UI is finalised.] You will be redirected to Clio's authorization screen, where you grant RedactifyAI read/write access to your matters and documents.
The connection is a one-time setup. Once authorized, you can import documents from any matter without re-connecting.
Import a Document from a Clio Matter
Start a new redaction job in RedactifyAI and choose Import from Clio. A matter browser opens, showing your Clio matters and their document folders. Navigate to the matter and folder you need, then select the file.
Supported file types are PDF, Word (DOCX/DOC), and images (TIFF, PNG, JPG). [PLACEHOLDER: confirm whether batch Clio import is available — i.e., selecting multiple files at once from a matter.]
Redact the Document with AI
After the document is imported, RedactifyAI analyzes it automatically. The AI reads the full text — including scanned pages via built-in OCR — and highlights everything it identified as sensitive: names, addresses, social security numbers, case numbers, dates of birth, and other PII.
Each detected item is shown with its surrounding context so you can confirm whether to redact it or dismiss the detection. When you are ready, click Apply Redactions [PLACEHOLDER: confirm the exact button label]. The sensitive content is permanently removed from the file — not masked with a visual overlay.
Save the Redacted File Back to Clio
Once redaction is complete, click Save to Clio [PLACEHOLDER: confirm the exact button label]. RedactifyAI uploads the redacted document directly to the same Clio matter the original came from.
Your original document is always safe.
RedactifyAI saves the redacted document as a new file in your Clio matter alongside the original. The original is never overwritten or modified. Both versions are available in Clio whenever you need them.
Troubleshooting and common questions
The Clio connection is not working. What should I try?
[PLACEHOLDER: Add troubleshooting steps — e.g., disconnect and reconnect from the Integrations screen, confirm your Clio account has the required document permissions, confirm your plan includes Clio access.]
Where does the redacted file appear in Clio?
The redacted file saves to the same matter as the original document you imported. [PLACEHOLDER: confirm exact folder behavior — does it save to the same subfolder or to the top-level documents folder in the matter?] The file name includes a suffix to distinguish it from the original. [PLACEHOLDER: confirm the exact naming convention, e.g., “filename_redacted.pdf”.]
Which file types can I import from Clio?
RedactifyAI supports PDF, Word (DOCX and DOC), and image files (TIFF, PNG, JPG). Scanned PDFs are handled automatically via built-in OCR — no conversion needed before you import.
Can I see a record of what was redacted and when?
Yes. Every redaction is logged in the audit trail, including who performed it and what was removed. You can access the audit log from your RedactifyAI dashboard and export it for compliance records.
Video walkthrough
Watch a full demo of the RedactifyAI workflow, including the Clio integration.
Need more help?
If you ran into something this guide does not cover, reach out directly.