KCS - How To Link Clio And Fastcase

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:

  1. Log into Fastcase
  2. Click Options > Connect To Clio 
  3. Choose Yes, Let's Connect

 

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