KCS - How Do I Set Up Google Drive in Clio?

Objective:

  • Configure Clio's Google Drive sync
  • See Google Drive files in Clio

Environment:

  • Clio Web App
  • Google Drive

Additional Information:

The initial authorization must be done from the Originating Subscriber's account.

Procedure:

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

 

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