Objective:

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

Environment:

• Clio Web App
• PATLive

Additional Information:

For more information on the Clio PATLive integration, click here

Procedure:

1. Click on this link: https://my.patlive.com/Account/Clio/
2. You will be directed to log in to your PATLive account
3. Select Account Options
4. Select the link to start the integration
5. Select Allow Access