Clio to Metabase Integration
AI-first ETL from Clio into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Clio into Metabase
Datrise syncs Clio's matters, contacts, time entries, bills, documents, and calendar events into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Clio: Legal practice management for matters, time, and billing.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Clio entities map to Metabase
| Clio entity | Metabase object | Notes |
|---|---|---|
| matters | clio_matters | id PK · custom fields → flattened columns for the question builder |
| contacts | clio_contacts | id PK · linked to clio_matters |
| time entries | clio_time_entries | id PK · linked to clio_matters |
| bills | clio_bills | id PK · linked to clio_matters |
FAQ
How does Datrise handle Clio's custom fields in Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Clio to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Clio
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