We're pleased to announce an integration with My Legal Briefcase. If you are a My Legal Briefcase user, you can connect it with Clio! The integration allows My Legal Briefcase’s small claims document and scheduling system, court forms and documents to connect and sync with Clio, creating a streamlined solution for your solo or small law firm.
Log into your Clio Account.
Log into your My Legal Briefcase account and click the "My Account" tab.
Under "Connecting Applications," Clio appears as an option:
Connect My Legal Briefcase to Clio
Click the "Connect" button on the far right-hand side:
A prompt to grant Clio permission appears:
Click "Yes, Let's Connect" to hook your Clio account to your My Legal Briefcase account. The "Connect" button changes to "Disconnect:"
Connecting a My Legal Briefcase Claim to a Clio Matter
Now, when you select a Claim from My Legal Briefcase, there is an option to connect the Claim to a Clio Matter:
Click the "Connect to Clio" button to pull up a drop down menu of your Clio Matters:
Select the appropriate Matter, or create a new Matter, and proceed through My Legal Briefcase normally.