Objective:
- Set up the Clio Lead Docket integration
- Connect Lead Docket to Clio
Environment:
- Clio Manage
- Lead Docket
Additional Information:
For more information on the Lead Docket integration, click here
Procedure:
- Log in to your Lead Docket account
- Select Pending Clio from the left hand menu
- You will be prompted to connect to Clio
- Select Allow Access to authorize the connection