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Objective:
- How to connect Fastcase with Clio
- How to start the sync between Clio and Fastcase
Environment:
- Clio Web App
- Fastcase
Additional Information:
When setting up the sync between Clio and Fastcase if you aren't log into Clio you will be prompted to do so when granting Fastcase access.
Procedure:
- Log into Fastcase
- Click Options > Connect To Clio
- Choose Yes, Let's Connect