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How to Connect Clio to Lead Docket

Objective:

  • Set up the Clio Lead Docket integration
  • Connect Lead Docket to Clio

Environment:

  • Clio Web App
  • Lead Docket

Additional Information:

For more information on the Lead Docket integration, click here

Procedure:

  1. Log in to your Lead Docket account
  2. Select Pending Clio from the left hand menu
  3. You will be prompted to connect to Clio
  4. Select Allow Access to authorize the connection

 

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