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How do I Set Up WealthCounsel?

Objective:

  • WealthCounsel
  • Integration
  • Document drafting
  • Set up

Environment:

  • Clio Web App

Additional Information:

For further information, please see the following: WealthCounsel 

Procedure:

  1. Create a WealthCounsel account (Create WealthCounsel Account)
  2. Go to Settings
  3. Go to Apps
  4. Locate Wealthcounsel
  5. Press Add Application
  6. Enter in login credentials
  7. Confirm sync

 

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