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How to Reconnect Clio to a 3rd Party Application

Objective:

Reconnect Clio to 3rd Party Applications within the 3rd Party Application

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. When you are signed in to the 3rd party app, look for a section that is called 'Apps', 'Integrations', or something similar—the page in that App where you connect to Clio
  2. In that section, look for Clio
  3. Click 'Disconnect' to break the connection to Clio
  4. Connect to Clio again, signing in with your Clio credentials to re-establish the connection
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