I'm a dedicated Akiflow user in the legal field. Akiflow is vital for my daily planning, but my core case/task management is in Clio Manage ( www.clio.com ). The lack of direct task integration creates significant daily inefficiency. I urgently request a native, two-way task synchronization feature between Akiflow and Clio Manage. ------ The Problem & Current Inefficient Workflow: Clio Manage plays a pivotal role in helping law firms like mine to effectively handle client tasks, deadlines, and case information by streamlining essential operations. Clio acts as the central repository for all client-related tasks, deadlines, case information, and more. When it comes to task and deadline management, Clio’s functionality does not match the flexibility and efficiency offered by Akiflow. This disconnect is a barrier for my colleagues who are interested in Akiflow but need Clio integration. My current workaround is an unsustainable manual process: Daily Export/Modify/Import: Manually export Clio tasks, modify columns in csv export for Akiflow's fields, then copy-paste into a chat with Aki for deduplication and planning. End-of-Day Reconciliation: Manually cross-reference Akiflow updates with Clio: End-of-Day Reconciliation: Crucially, at the end of each workday, I must manually cross-reference my completed and updated tasks in Akiflow with the tasks in Clio Manage. This involves: Reviewing Clio tasks to ensure I am updating the status of the correct task(s). Updating task statuses or notes in Clio based on work done and tracked in Akiflow. Entering the time spent on each task into the Estimated Time field. Ensuring any new tasks added in Akiflow during the day (if related to Clio matters) are also created in Clio Manage. Ensuring any new tasks added in Clio Manage post export are accounted for and planned accordingly in Akiflow. This consumes a minimum of ~1 hour of billable time daily, risking human error, missed tasks or inaccurate case information. The lack of a seamless integration remains a key challenge that impacts efficiency and workflow consistency daily. ------ Limitations of Zapier/IFTTT for Clio Manage: Zapier/IFTTT are insufficient for integrating Clio Manage with Akiflow due to: Limited True Two-Way Sync: Real-time, comprehensive two-way updates (especially for changes/deletions from either platform) are often error-prone or unsupported. Data Integrity/Field Mapping Issues: Reliably mapping Clio fields (e.g., Matters to Akiflow Projects) and ensuring data integrity via multi-step Zaps is difficult. Delays & Looping: Sync delays disrupt workflow; misconfigured syncs risk data duplication. Cost/Complexity: Reliable multi-step Zaps can be complex and costly. A native integration is needed for a reliable connection. ------ Proposed Solution: Native Two-Way Sync A direct, native Akiflow-Clio Manage integration with seamless two-way task sync. Key features: Initial Bulk Sync: Sync all existing Clio matters and tasks to Akiflow. Automatic Two-Way Sync and Updates: Clio tasks automatically appear in Akiflow, with the Akiflow project matching the Clio Manager matter. Akiflow tasks (optionally linked to Clio Matter/Client) created in Clio. Near real-time updates to status, due dates, titles, descriptions in both platforms. Deletion in one prompts option for deletion/archiving in the other. Field Mapping (Highly Desirable): Map Clio fields (Matter, Client, Due Date, Priority, Description, Assignee) to Akiflow fields. Conflict Resolution: Basic strategy for rare sync conflicts (e.g., default to most recent). ------ Why This Is Valuable: For Legal Professionals: Saves ~1 hour daily (manual entry). Boosts productivity/focus by leveraging Akiflow's superior interface for planning / task management and Clio's strengths for case management without any disconnect Reduces errors. Streamlines task workflow. For Akiflow: Expands user base to Clio's large legal audience — this direct integration would make Akiflow significantly more attractive to legal staff seeking better task management solutions from Clio… which is many of them. Offers competitive advantage. Increases user engagement/retention. Shows responsiveness to professional user needs. ------ Technical Feasibility (Clio API): Clio Manage has a comprehensive API ( https://docs.developers.clio.com/ ) supporting task operations, including creating, reading, updating, and deleting tasks. This suggests that a robust two-way sync is technically achievable. ------ Final Thoughts: A native Clio Manage integration would be a game-changer for legal Akiflow users. I urge you to consider this. I'm willing to: Beta test this feature. Provide detailed workflow feedback. Connect with other interested legal professionals for feedback. Akiflow is a fantastic product, and this integration would make it an absolutely indispensable tool for my practice… and life.
