- Setting up the Chrometa integration with Clio
- Clio Web App
Only available on Boutique and Elite
- In Chrometa, Click on Account up at the top of your screen.
- Select the Integrations tab.
- Click on Clio in the Integrations list.
- Click on the Connect button in the Clio Integration Status dropdown space.
- You will de directed back to Clio and asked if you would like to Connect
- Choose Yes, Let's Connect.
- After you connect to Clio, it will direct you back to Chrometa
- Sync your Clio Matters by clicking Projects in Chrometa, then click Sync with Clio