Objective:

• Learn the steps to set up the Clio to Lawlytics integration

Environment:

• Clio Grow
• Clio Manage

Additional Information:

n/a

Procedure:

In the Lawlytics Account:

1. Click on your name in the top right of the screen
2. From the dropdown menu select Integrations
3. On the Integrations page, click Connect in the Clio box
4. On the "Connect with Clio" screen, click the "Yes, Let's Connect" button
5. You will be prompted to log in to Clio (if you aren't already logged in)
6. You will now see a connection confirmation in LawLytics.