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How to Integrate CaseText with Clio?

Objective:

  • To determine the steps to integrate Clio with CaseText

Environment:

  • CaseText

Additional Information:

Answer:

1. Go to https://casetext.com/clio

2. Click on "Add to Clio" 

3. Click "Allow Access"

4. Enter Clio credentials if prompted

 

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