KCS - How to Sync Clio with TrustBooks

Objective:

  • Link Clio with TrustBooks

Environment:

  • Clio Web App
  • TrustBooks

Additional Information:

For more information, click here.

Procedure:

  1. In TrustBooks, go to the Dashboard Page
  2. Click the Sync With Clio link under the Matters section
  3. At the Clio login screen, type in your Clio email address and password
  4. Click the Sign In button
  5. Click the green Allow Access button
  6. On the TrustBooks Dashboard you will now have a link to Import Clio Matters

 

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