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:

1. Log in to your Unbundled Attorney account
2. Select Settings
3. Select Integrations
4. On the "Integrations" screen, click the "Authorize Clio" button
5. On the "Connect with Clio" screen, click the green "Yes, Let's Connect" button

 

 

 

you can now see that Clio is integrated under you Integrations tab