Corma directly integrates with Clio for automated user provisioning and Identity Access Management (IAM) as a service
Clio is a cloud-based legal practice management platform designed for law firms and legal teams to manage cases, clients, documents, billing, and communications in one centralized system. It is widely used by attorneys, legal operations teams, and support staff to streamline case workflows and improve operational efficiency.
As Clio adoption grows across legal organizations, access extends to attorneys, paralegals, and administrative staff. With that access comes exposure to sensitive client data, case files, and billing information—making Clio a critical system to manage under centralized identity and access governance.
Complex setup and maintenance consuming engineering resources
Custom integrations require ongoing authentication handling, role mapping, and API maintenance, creating continuous IT overhead whenever the platform evolves.
Permissions accumulating unnecessarily
Without HR and identity synchronization, users may retain access to client files, case records, and billing data beyond their role or after leaving the organization.
Former employees retaining active accounts
Manual offboarding can leave ex-employees with access to confidential legal documents, client communications, and case management systems, creating serious compliance risk.
Security and data handling risks multiply
Over-permissioned accounts increase the likelihood of unauthorized access to sensitive legal information and regulated client data.
No visibility into actual usage
Organizations often lack insight into which Clio accounts are active, making it difficult to manage licenses and enforce least-privilege access.
The right access on day one
Corma provisions Clio accounts automatically based on HR and identity data, ensuring legal staff receive appropriate access to cases and client records immediately upon onboarding.
Automated offboarding
When an employee leaves, Corma instantly revokes Clio access, preventing orphaned accounts and protecting confidential legal data.
Permissions that reflect current roles
Role-based templates ensure Clio access always aligns with an employee’s responsibilities, reducing overexposure to sensitive case information.
An automatic record of every access change
All provisioning, updates, and deactivations are logged in real time, providing audit-ready records for GDPR, SOC2, ISO 27001, and legal compliance requirements.
Live visibility into your full Clio access picture
Corma’s dashboard consolidates HR status, identity profiles, active users, case access levels, and usage metrics—helping teams identify dormant accounts, excessive permissions, and compliance risks.
IT administrators managing SaaS access across legal and professional services tools.
HR teams automating onboarding, offboarding, and role-based access for legal staff.
Legal operations teams ensuring attorneys and staff have the correct access to case files and client data.
Security and compliance teams maintaining governance over sensitive legal information and audit-ready access controls.
How quickly can Corma be connected to Clio?
Setup typically takes about one minute. Once Clio and your identity provider are connected, Corma begins syncing access data immediately. Full automation is usually achieved within a few days.
Does our team need specialist knowledge to implement this?
No. Corma’s pre-built connectors allow IT teams to integrate Clio without external consultants or engineering effort.
How is employee data kept secure during the Clio integration?
Corma encrypts all data in transit and at rest, uses only the minimum required permissions, and allows access to be revoked at any time. All data is hosted in France on AWS infrastructure and complies with ISO/IEC 27001:2022 standards.
Check out other integrations that could help you on managing your software licences and accesses!
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