KCS - How to Connect Tali to Clio

Objective:

  • Set up the Clio and Tali integration
  • Connect Tali to Clio

Environment:

  • Clio Web App

Additional Information:

For more information on the Tali Clio integration, click here

Procedure:

  1. Log in to your Tali account
  2. Click on your name in the top right corner
  3. Select Integrations from the drop down menu
  4. On the integrations page, click the Connect button next to Clio.
  5. You will then be prompted to log in to your Clio account if you aren't currently logged in.
  6. Once logged in, click Allow Access in order to link your Tali and Clio accounts.

 

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