Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

How to Connect Clio to PATLive

Objective:

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

Environment:

  • Clio Manage
  • 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality