KCS - How to Connect Clio and RightSignature

Objective:

  • Get Clio to integrate with Right Signature
  • Connect Clio and Right Signature

Environment:

  • Clio Web App
  • RightSignature

Additional Information:

The "Sending" and "Archiving" options will only work for Clio accounts with a small number of Matters and documents.

NOTE: There is currently a known issue when attempting to connect RightSignature from Clio specifically. This has been reported to RightSignature. Please connect from your RightSignature account as directed below.

Procedure:

  1. Login to your RightSignature account or sign up for a trial here
  2. Click on the Account tab.
  3. Click on Integrations
  4. Scroll down until you reach the Clio options and turn on the Clio Contacts using the toggle button
  5. Authorize the Clio connection by clicking the Yes, Let's Connect button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).

 

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