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How to Set Up the Box Integration


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


  • Clio Manage

Additional Information:

  • Clio's Box integration is available to subscribers of our Boutique, and Elite plans.
  • Customers in EMEA can find details on whether they are eligible for this integration here.

  • 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


  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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