Eliminate Manual Data Entry: Chronicle + Clio in Action

​If your firm uses Clio, you know the routine: something changes at the SSA, and someone has to type it into your case management system. For firms handling dozens to hundreds of cases, that's a constant drain on staff time and a reliable source of data gaps.

​In this 45-minute live session, Chronicle's founder Nikhil Pai will walk through the native Clio integration and demonstrate how ERE data (case status, hearings, documents) flows directly into Clio matters automatically. You'll see the admin setup, field mapping configuration, matter stage mapping, and live data sync in action.

​Attendees get a free white-glove integration setup session.

​Why Attend:

​You'll leave this session with a clear understanding of:

• ​How Chronicle syncs ERE data into Clio matters via native API

• ​How to configure field mapping and matter stage mapping for your firm

• ​Why native integration is more reliable and cost-effective than Zapier

• ​How to get set up and start syncing

​Who Should Attend:

• ​SSD firms using Clio as their case management system

• ​Firms tired of manually entering ERE data into Clio

• ​Firms currently using Zapier to bridge the ERE-to-Clio gap

• ​Firm owners exploring Chronicle Pro features

​Speakers

​Will Yang: Will builds education, partnerships, and collaborations that help disability practices adopt better tools and stronger operational standards.

​Nikhil Pai: Nikhil leads the team behind Chronicle, the platform helping SSD firms automate case tracking, ERE monitoring, and document workflows. Chronicle now monitors more than 177,000 cases and 7.5 million SSA documents across 2,100+ disability professionals.