KCS - How to Connect Clio to Chrometa

Objective:

  • Setting up the Chrometa integration with Clio 

Environment:

  • Clio Web App

Additional Information:

Only available on Boutique and Elite 

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

 

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