KCS - How to Connect Clio to PATLive

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

 

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