Objective:
- Set up the Clio Rainmaker integration
- Connect Rainmaker to Clio
Environment:
- Clio Web App
- Rainmaker
Additional Information:
For more information on the Rainmaker integration, click here
Procedure:
- Log in to your Rainmaker account
- Click on the Main Menu in the top right corner
- Select Account
- Select Integrations
- Next to Clio select Enable
- Click Allow to authorize the connection
- Once the integration is complete, click Close to return to Rainmaker.