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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:

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 be 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

 

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