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How Can I get Data from Clio to WebMerge?

Objective:

  • I've set up the WebMerge integration, how do I get it to pull data from Clio Matters?

Environment:

  • Clio Web App
  • WebMerge

Additional Information:

Connecting Clio directly to WebMerge will only allow WebMerge to save documents to Clio.

Answer:

To get Matter data from Clio to WebMerge, you will need to use Zapier as well. Please see this support article for further information.

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