How to Set Up the Box Integration

Objective:

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

Environment:

• Clio Manage

Additional Information:

• 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

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.