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