Objective:
- Set up the Clio FamilyLaw.DivorceHelp123 integration
- Connect FamilyLaw.DivorceHelp123 to Clio
Environment:
- Clio Web App
- FamilyLaw.DivorceHelp123
Additional Information:
For more information on the Unbundled Attorney integration, click here
Procedure:
- Sign in to your FamilyLaw.DivorceHelp123 account
- Select Admin in the top right corner
- Select Firm Setup
- Scroll to the bottom of the "Firm Setup" page
- Check "Sync with Clio"
- Then click the "Submit" button
- Click the "Client" menu in the top blue bar
- Select the "Existing Clients" page
- Select "Sync Clio and 123" at the bottom of the menu