Connect
Clio handles authorization. Exit Protocol encrypts the resulting access and refresh tokens at rest for the connected user.
Integration
Exit Protocol for Clio Manage
Clio matter in. LIBR workpaper back.
Select a financial document from a Clio matter, reconcile the extracted ledger, run deterministic Lowest Intermediate Balance Rule analysis, and return a hashed, attorney-reviewable workpaper to the same matter.
Authorize with OAuth 2.0
Access remains limited by the Clio app permissions and the signed-in user's role.
Choose the matter and source document
The attorney selects the bank statement or financial PDF to analyze.
Reconcile before calculation
Opening balance plus deposits and withdrawals must match the stated closing balance.
Return the review workpaper
The generated PDF is uploaded to the same Clio matter as a new document.
US developer account active
Exit Protocol is configured in Clio's US region.
Security review approved
Clio requested the recorded integration demonstration next.
App Directory demo pending
No public listing or endorsement is claimed.
User-triggered workflow
One document path, with a review gate at every consequential step.
Exit Protocol does not sweep a workspace or silently process every file. The user chooses the matter, chooses the source document, and starts the sync.
Select
The cockpit lists accessible matters and identifies financial-looking PDFs without altering the source files.
Reconcile and trace
The ledger must balance before LIBR runs. Counsel must confirm the exact source type, date, and amount, which must match one imported ledger row.
Return
A uniquely named LIBR workpaper is uploaded to the same matter. Generated workpapers are excluded from future source detection.
Synthetic Sterling integration test
A completed Clio-to-Exit Protocol-to-Clio run.
5,636
ledger rows processed
$0.00
reconciliation difference
1 matter
source and returned workpaper
Permission boundary
The integration asks for what the workflow actually uses.
Matter access locates the case record. Document read access retrieves the selected source. Document write access returns the generated workpaper.
Exit Protocol does not edit the source bank statement or delete Clio documents. The write path is
used to add the generated review workpaper to the matter.
Reviewable output
The workpaper records what ran, what it used, and what still requires judgment.
The calculation is deterministic. The legal characterization of funds is not. The export preserves the machine-verifiable record while keeping the human-review boundary explicit.
Source identity
Clio matter reference, source filename, source document ID, and source SHA-256.
Ledger reconciliation
Opening balance, deposits, withdrawals, closing balance, and the computed difference.
Deterministic chronology
The transaction sequence, source candidate, selected assumptions, and LIBR result.
Version manifest
Ingest engine, calculation engine, report template, and calculation input snapshot references.
Output integrity
A SHA-256 hash for the final generated PDF and the supporting integrity manifest.
Review notes
Prominent assumptions and warnings for counsel or a qualified forensic reviewer.
Integration FAQ
The practical questions, answered plainly.
How does a firm install the integration?
A signed-in Exit Protocol user selects Connect Clio, reviews the Clio consent screen, and grants the requested matter and document permissions through OAuth 2.0.
Is document synchronization automatic?
No. The workflow is user-triggered. The user selects a matter, selects a financial document, and explicitly starts the forensic sync.
What happens if the extracted statement does not reconcile?
The Clio workflow stops before LIBR analysis and does not return a completed workpaper. The source ledger must be corrected or reviewed until the statement math reconciles.
What does Exit Protocol change inside Clio?
It adds the generated PDF workpaper to the selected matter. It does not edit the matter, alter the source statement, enter time, change billing, or delete documents.
How is AI used in the legal calculation?
LIBR itself runs through deterministic code over a normalized transaction chronology. Potential source characterization and all legal conclusions remain review decisions.
Integration demo
See the exact OAuth and matter-sync path.
Open the demonstration gateway to connect Clio, select a matter, inspect the document inventory, and enter the integration cockpit.
Clio is a trademark of Themis Solutions Inc. Exit Protocol is an independent third-party application.
No public App Directory listing, endorsement, or partnership is claimed until Clio completes its review.