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How Do I Setup the Integration With FactBox?

Objective:

  • Integrate with FactBox

Environment:

  • Clio Manage

Additional Information:

  • 3rd Party Integrations are available on our Boutique and Elite subscription plans.
  • Customers in EMEA can find details on whether they are eligible for this integration here.

Procedure:

  1. Go into Settings in the navigation bar
  2. Click on Apps
  3. Scroll down until you see FactBox
  4. Click Add Application
  5. Sign into FactBox

 

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