- Set up the Clio and Tali integration
- Connect Tali to Clio
- Clio Web App
For more information on the Tali Clio integration, click here
- Log in to your Tali account
- Click on your name in the top right corner
- Select Integrations from the drop down menu
- On the integrations page, click the Connect button next to Clio.
- You will then be prompted to log in to your Clio account if you aren't currently logged in.
- Once logged in, click Allow Access in order to link your Tali and Clio accounts.