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KCS - How to Integrate with PrimaFacie

Objective:

  • Connect Clio with PrimaFacie

Environment:

  • Clio Web App
  • PrimaFacie

Additional Information:

We recommend that you create all of your Contacts and Matters in Clio then import them into PrimaFacie. Your Clio Contacts and Matters will then be bidirectionally synced between the two applications.

Procedure:

Follow these steps in PrimaFacie:

  1. Login to PrimaFacie
  2. Click your name in the top right corner
  3. Select Administrator Panel
  4. Click on the Clio tab, then Connect
  5. Sign into your Clio account (if you aren't already)
  6. Click on the green Yes, Let's Connect button
  7. Refresh your page

 

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