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KCS - How Can I get Data from Clio to WebMerge?


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


  • Clio Web App
  • WebMerge

Additional Information:

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


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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