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How To Set Up the Box Integration

Objective:

  • Connect Box with Clio
  • How do I link with Box?

Environment:

  • Clio Web App
  • Settings > Documents 

Additional Information:

  • Clio's Box integration is available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans. It can take up to 24 hours for the initial sync between Box and Clio to complete.
  • These steps can only be taken by a User with Administrator permissions

Procedure:

  1. Go to Settings.
  2. Click Documents.
  3. Choose Document Sources.
  4. Click Configure Box.
  5. Select Link Box Account.
  6. Authorize Clio by signing into Box. 

 

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