KCS - How to Connect Clio to LawTap

Objective:

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

Environment:

  • Clio Web App
  • LawTap

Additional Information:

For more information on the LawTap integration, click here

Procedure:

  1. Visit lawtap.com
  2. In the top menu, click "Sign In"
  3. Sign In to LawTap
  4. In the top menu, click "Account"
  5. Under Integrations > Clio, click "Connect to Clio"
  6. Sign in to Clio
  7. 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
  8. You will be returned to LawTap and the message "Successfully connected to Clio" will display 
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