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How to Set up the Clio Manage Integration in Clio Grow

Objective:

  • Connect my Clio Manage account with Clio Grow
  • Connect my Clio Grow account with Clio Manage
  • Connect my Clio Suite products
  • Sync my Clio Suite products
  • Sync my Clio Manage account with Clio Grow
  • Sync my Clio Grow account with Clio Manage

Environment:

  • Clio Grow

Additional Information:

  • Note: When the integration is connected, there will be a Connected message listed under the Clio box in the Integrations tab. 
  • Each User in Clio Grow will have to connect Clio Grow to Clio.
  • Your Log In email from Clio Grow can be different from Clio Manage

Procedure:

  1. Go to the Settings page
  2. Click on the Integrations tab
  3. Click the Connect button under the Clio box
  4. Log in to your Clio account if you are not already signed in
  5. Click the green Allow Access button when the window stating Clio Grow would like to connect to your Clio account opens
  6. Wait for the Settings page to reload
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