Objective:
- Set up the Clio Digitory integration
- Connect Digitory to Clio
Environment:
- Clio Manage
- Digitory
Additional Information:
For more information on Digitory, click here
Procedure:
- Log in to your Digitory Account
- Choose the Matter you would like to sync to Clio
- Click the red "more" button in the top right corner of the Matter card
- Select Sync to Clio from the dropdown menu
- Click Sync to validate the connection
- You will be prompted to log in to Clio
- Click "Allow Access"
- When the sync is complete you will receive a Success message
**The above steps will only need to be completed once**