How to Connect Your Clio Account to Smith.ai
How to connect your Smith.ai account to Clio
If you’re already a Clio customer, that’s great! Email us at firstname.lastname@example.org and we’ll send you the authorization link to associate your Smith.ai and Clio accounts.
Once you click on the link, you’ll see a screen like this. Just click “allow access” to finish the setup. That’s it!
Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.
If you have additional questions or need assistance setting up your Smith.ai account in Clio, please call us at (650) 727-6484 or email us at email@example.com Monday through Friday between 5am – 6pm PT