KCS - How to Connect Smith.ai With Clio

Objective:

  • To link Smith.ai with Clio

Environment:

  • Clio Web App

Additional Information:

For more information about Smith.ai, please click here.

Procedure:

  1. Set up an account on Smith.ai
  2. Email support@smith.ai and ask for the authorization URL to connect your Clio account
  3. Click Allow Access 
  4. Email support@smith.ai to let them know that you're ready for them to begin

 

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