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How To Connect Fundbox to Clio

Objective:

  • Integrating Fundbox and Clio 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Once you have signed up for a Fundbox account, click the Add Your Invoices button.
  2. In the connection window, click the Clio button. 
  3. You will then be prompted to log in to Clio if you are not already logged in. In the Connect with Clio window, click the green Yes, let’s connect button to connect your Fundbox account to Clio.
  4. Once you have connected to Clio, you will be prompted to enter your firm's zip code, then address.
  5. Once the account has been set up and connected with Clio, Fundbox will send you a confirmation email.

 

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