---
title: 'Applied Epic + Clio'
url: 'https://www.staging38.commercient.com/product/applied-epic-clio/'
date: '2026-06-19T09:57:00-04:00'
modified: '2026-06-19T09:57:00-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Clio, giving your team access to Applied Epic data directly within Clio. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Clio, syncing customer, order and operational data between the ERP and Clio. This reduces the need for duplicate data entry by keeping key records synchronised across both systems.

## What syncs

- Sync Applied Epic Inventory to Clio
- Import Clio Data into Applied Epic Records
- Connect Applied Epic Price Lists to Clio
- Sync Applied Epic Vendors to Clio
- Export Applied Epic Purchase Orders to Clio
- Connect Applied Epic Payments to Clio

## Why Commercient

### Financial data management

Connect Applied Epic Invoices and financial records to Clio to support accurate reporting and data management across both systems.

### Vendor and supplier management

Sync Applied Epic Vendors and Purchase Orders to Clio so procurement data is consistent and available in both platforms.

### Pricing and rates management

Connect Applied Epic Price Lists to Clio so pricing data stays current and consistent across both systems without manual updates.

### Account and contact management

Keep Applied Epic Customers and Contacts aligned with Clio account records so all customer-facing teams work from the same data.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Clio

Clio is practice management software for law firms, managing client matters, time tracking, billing, documents, calendars and legal case management.

## Frequently asked questions

### How often does the Applied Epic and Clio integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.

### Can Applied Epic Items and Inventory sync to Clio?

Yes, Commercient can sync Applied Epic Items and Inventory to Clio so product data and stock information are current in both systems. Exact mapping depends on project scope.

### Does Commercient support two-way sync between Applied Epic and Clio?

Commercient can support bidirectional sync between Applied Epic and Clio when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can Applied Epic Price Lists sync to Clio?

Commercient can sync Applied Epic Price Lists to Clio when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Applied Epic and how Clio accepts pricing data.

### Can Applied Epic Vendors and Purchase Orders sync to Clio?

Commercient can support syncing Applied Epic Vendors and Purchase Orders to Clio when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.