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How to Connect Clio to Intake123

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:

  1. Sign in to Intake123
  2. Select Admin from the top right of the screen
  3. Select Firm Setup
  4. Scroll to the bottom of the "Firm Setup" page
  5. Check "Sync with Clio"
  6. Click the "Submit" button
  7. Click the "Intakes" menu in the top blue bar
  8. Select the "Existing Intakes" page
  9. Select "Sync Clio and 123" at the bottom of the menu

 

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