Objective:
- Set up the Clio Unbundled Attorney integration
- Connect Unbundled Attorney to Clio
Environment:
- Clio Manage
- Unbundled Attorney
Additional Information:
For more information on the Unbundled Attorney integration, click here
Procedure:
- Log in to your Unbundled Attorney account
- Select Settings
- Select Integrations
- On the "Integrations" screen, click the "Authorize Clio" button
- On the "Connect with Clio" screen, click the green "Yes, Let's Connect" button