Objective:
- Set up the Clio Intake123 integration
- Connect Intake123 to Clio
Environment:
- Clio Web App
- Intake123
Additional Information:
For more information on the Intake123 integration, click here
Procedure:
- Sign in to Intake123
- Select Admin from the top right of the screen
- Select Firm Setup
- Scroll to the bottom of the "Firm Setup" page
- Check "Sync with Clio"
- Click the "Submit" button
- Click the "Intakes" menu in the top blue bar
- Select the "Existing Intakes" page
- Select "Sync Clio and 123" at the bottom of the menu