KCS - How to Connect Clio to Rainmaker

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:

  1. Log in to your Rainmaker account
  2. Click on the Main Menu in the top right corner
  3. Select Account
  4. Select Integrations
  5. Next to Clio select Enable
  6. Click Allow to authorize the connection
  7. Once the integration is complete, click Close to return to Rainmaker.

 

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