Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

How to Connect Clio to Chrometa?

Objective:

  • Setting up the Chrometa integration with Clio 
  • Chrometa
  • Passive timekeeping integration
  • Integrations
  • Record time

Environment:

  • Clio Manage
  • Chrometa

Additional Information:

Only available to Boutique, Elite, and European accounts.

Procedure:

  1. In Chrometa, Click on Account up at the top of your screen.
  2. Select the Integrations tab.
  3. Click on Clio in the Integrations list.
  4. Click on the Connect button in the Clio Integration Status dropdown space.
  5. You will de directed back to Clio and asked if you would like to Connect
  6. Choose Yes, Let's Connect.
  7. After you connect to Clio, it will direct you back to Chrometa
  8. Sync your Clio Matters by clicking Projects in Chrometa, then click Sync with Clio

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality