Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

Why Can I not Set up my WealthCounsel Integration?

Objective:

  • Why am I seeing an error when attempting to link my Clio and WealthCounsel

Environment:

  • Clio Web App
  • WealthCounsel

Additional Information:

n/a

Answer:

Only an Administrator on the WealthCounsel account can set up the Clio Integration. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality