Integrations

Integrations connect Ardela to external practice management systems. Workspace admins manage integrations under Settings → Integrations.

Clio Manage (native sync)

Connect Clio to sync clients and matters into Ardela automatically.

Connect Clio

Open Settings → Integrations
Click Connect on Clio Manage
Sign in to Clio and authorize Ardela
Clients and matters sync into your workspace

Clio is the source of truth — changes in Clio update Ardela via webhooks and background sync. Sync runs automatically; use Sync now for a manual refresh.

What syncs

From Clio	Into Ardela
Clients	Client records with reference numbers
Matters	Matter records linked to clients
Archive status	Archived clients/matters marked accordingly

Synced clients and matters appear in Clients and can be linked to recordings.

Disconnect

Admins can disconnect Clio from the integrations tab. Existing client and matter records remain but stop updating.

Filing recordings to Clio (REST API)

To file completed recordings (transcripts, notes, documents) into Clio, use the REST API filing workflow. This is separate from the native client/matter sync:

Poll completed recordings → Fetch content → Upload to Clio → Mark filed

Native sync brings clients and matters in. The API sends finished work out.

Other CRM systems

Actionstep and other practice management systems can integrate via the REST API and Zapier. See Integrations guide for the filing pattern.