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How to Connect Clio to Lead Docket


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


  • Clio Manage
  • Lead Docket

Additional Information:

For more information on the Lead Docket integration, click here


  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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