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Integrations

Connect DISCLOEZY with Clio, Dropbox, Google Drive, and OneDrive.

Connect DISCLOEZY with tools you already use. Sync client data with Clio and optionally move disclosure files to Dropbox, Google Drive, or OneDrive for easy access and organization.

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DISCLOEZY integrates seamlessly with Clio, Dropbox, and OneDrive to help you work the way you prefer. Connect your existing tools to manage disclosure files, sync client information, and store documents in the platforms you already use. Each integration is designed to make your workflow more flexible, whether you want to sync client data from Clio or move files to Dropbox or OneDrive for storage and collaboration.

Clio
Clio Logo
Legal
Dropbox
Dropbox Logo
Cloud Storage
Google Drive
Google Drive Logo
Cloud Storage
One Drive
Google Drive Logo
Cloud Storage

Seamless Workflow Between Clio and DISCLOEZY

One-Click User Import

Bring your Clio contacts into DISCLOEZY instantly, no double entry required.

File Sync Made Easy

Move files between Clio and DISCLOEZY without friction, keeping everything tied to the right matter.

Time Saved, Accuracy Gained

Automate the busywork so your team can focus on clients, not paperwork.

Clio

Legal

Clio is the leading cloud-based legal practice management software, trusted by law firms worldwide to manage cases, clients, and billing from one secure platform. Learn More

Integration features

One-Click User Import

Seamless File Transfer

Court Form Sharing

Timeline Tracking

Secure Storage Options

How it works

Start by creating your matter and contacts in Clio. With one click, import those users into DISCLOEZY to manage financial disclosure. From there, you can send disclosure requests directly through DISCLOEZY. Once documents are received, you choose whether to upload them back into Clio for case records or keep them securely stored in DISCLOEZY.

Dropbox

Cloud Storage

The Dropbox integration gives you the flexibility to move your disclosure files from DISCLOEZY into your own Dropbox account. This option is ideal for professionals who prefer to manage or back up their case documents within their existing file system. Once connected, you can easily transfer completed disclosures or supporting files directly to Dropbox without downloading or re-uploading. The process helps you maintain consistent records, organize files by matter, and access them alongside other client documents already stored in Dropbox. Learn More

Integration features

One-click export from Discloezy to Dropbox

Automatic folder organization in Dropbox

Secure file transfer with encryption

Bulk export capabilities

Integration with existing Dropbox workflows

How it works

To use the Dropbox integration, go to your profile and open Integrations. Connect your Dropbox account by signing in and approving access. Once the connection is complete, you can move disclosure files or supporting documents from DISCLOEZY directly into your Dropbox folders. The process is quick and seamless, giving you flexibility to organize and access your files within your own storage space.

Google Drive

Cloud Storage

The Google Drive integration allows you to move your disclosure files from DISCLOEZY into your own Google Drive account. This option is ideal for professionals who prefer to organize or back up case documents within their existing Google Drive folders. Once connected, you can easily transfer completed disclosures or supporting files without downloading or re-uploading. The integration helps you maintain consistent records, keep documents organized by matter, and access them alongside other client materials already stored in Google Drive. Learn More

Integration features

One-click export from Discloezy to Google Drive

Automatic folder organization in Drive

Secure file transfer with encryption

Bulk export capabilities

Integration with existing Drive workflows

How it works

To use the Google Drive integration, go to your profile and open Integrations. Connect your Google account by signing in and approving access. Once the connection is complete, you can move disclosure files or supporting documents from DISCLOEZY directly into your Google Drive folders. The process is simple and efficient, allowing you to organize and access your files within your own Drive workspace.

One Drive

Cloud Storage

Collect financial and legal documents securely through DISCLOEZY. After client uploads are approved, use the Microsoft OneDrive integration to export files directly into your OneDrive account. Documents are automatically organized by client or matter, keeping everything easy to find and securely accessible from any device. Ideal for family law professionals who want a seamless way to manage and store disclosure materials in OneDrive. Learn More

Integration features

One-click export from DISCLOEZY to One Drive

Automatic folder organization in One Drive

Secure file transfer with encryption

Bulk export capabilities

Integration with existing One Drive workflows

How it works

In DISCLOEZY, go to your profile settings and open the integrations tab. Select Connect to OneDrive and sign in with your Microsoft account. Once connected, you can choose to export client or matter files directly from DISCLOEZY into your OneDrive. Each export automatically creates a folder for the matter and organizes all related documents inside, making it simple to find, manage, and share files securely.

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