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How to set up the PATLive integration in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the Settings page
  2. Click on the “Integrations” tab
  3. Copy the “Inbox Token”, or generate one if you don’t already have one
  4. Input the “Inbox Token” into the appropriate place in your PATLive settings, or contact a representative at PATLive for assistance


Leads generated by PATLive will now automatically get delivered to your Lead Inbox.

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