- Set up the Clio LawTap integration
- Connect LawTap to Clio
- Clio Manage
For more information on the LawTap integration, click here
- Visit lawtap.com
- In the top menu, click "Sign In"
- Sign In to LawTap
- In the top menu, click "Account"
- Under Integrations > Clio, click "Connect to Clio"
- Sign in to Clio
- Click "Allow Access" for LawTap to have limited access to Clio to synchronise client appointments as Contacts, Matters and Activities with your existing Clio account
- You will be returned to LawTap and the message "Successfully connected to Clio" will display