KCS - How to Connect Clio to Digitory

Objective:

  • Set up the Clio Digitory integration
  • Connect Digitory to Clio

Environment:

  • Clio Web App
  • Digitory

Additional Information:

For more information on Digitory, click here

Procedure:

  1. Log in to your Digitory Account
  2. Choose the Matter you would like to sync to Clio
  3. Click the red "more" button in the top right corner of the Matter card
  4. Select Sync to Clio from the dropdown menu
  5. Click Sync to validate the connection
  6. You will be prompted to log in to Clio
  7. Click "Allow Access"
  8. When the sync is complete you will receive a Success message

**The above steps will only need to be completed once**

 

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