Clio
Full guide availableThe world's leading cloud-based legal practice management platform, serving 150,000+ legal professionals across 90+ countries.
What you can do with Clio + INHERIT
Pull estate data out of Clio in a structured, portable format. Contacts, Matters, Custom Fields, Relationships, and Documents all map to INHERIT schemas.
This means you can:- Share estate files with other firms without re-keying
- Submit structured data to HMRC, probate registries, or courts
- Archive completed estates in a future-proof, vendor-neutral format
- Feed estate data into AI tools for analysis or drafting
Receive estate data from other systems — a bank, an insurer, another firm, or a client's estate planning platform — and load it straight into Clio's Matters and Contacts.
This means you can:- Accept referrals from other firms without manual data entry
- Import client data from consumer will-writing platforms
- Receive asset valuations from banks and insurers directly
- Onboard new estate clients in minutes, not hours
Imagine this
A client dies. The executor contacts your firm. Their estate plan was created on a consumer platform — but instead of receiving a PDF you have to re-key, you receive an INHERIT document. You import it into Clio: the deceased’s details, beneficiaries, assets, trusts, and tax elections populate automatically across your Matter and Contacts. The IHT400 data is already structured. The grant application has the right fields. You’ve saved hours of data entry and eliminated the transcription errors that delay probate.
That’s what interoperability means in practice. Not a technology project — a better experience for grieving families and a more efficient practice for your firm.
How data flows
Interested in the Clio integration?
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