Objective:
- Link Clio with TrustBooks
Environment:
- Clio Web App
- TrustBooks
Additional Information:
For more information, click here.
Procedure:
- In TrustBooks, go to the Dashboard Page
- Click the Sync With Clio link under the Matters section
- At the Clio login screen, type in your Clio email address and password
- Click the Sign In button
- Click the green Allow Access button
- On the TrustBooks Dashboard you will now have a link to Import Clio Matters