How Do I Set Up Dropbox in Clio?

Objective:

• Configure Clio's Dropbox sync
• See Dropbox files in Clio

Environment:

• Clio Manage
• Dropbox

Additional Information:

Clio's Dropbox integration is available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans. It can take up to 24 hours for the initial Dropbox sync to complete. 

Please note only Users with Administrator Permissions can set up the Integration.

For more detailed information on how to set up the Dropbox Integration, see here.

Procedure:

1. In Clio click on Settings
2. Click on Documents
3. Click on the Document Sources subtab
4. Click on Configure Dropbox
5. Click on Link Dropbox account
6. Log into Dropbox if you are asked
7. Click Allow