2017

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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:

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

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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