Objective:
- To link Smith.ai with Clio
Environment:
- Clio Manage
- Smith.ai
Additional Information:
For more information about Smith.ai, please click here.
Procedure:
- Set up an account on Smith.ai
- Email support@smith.ai and ask for the authorization URL to connect your Clio account
- Click Allow Access
- Email support@smith.ai to let them know that you're ready for them to begin