How to Connect Your Clio Account to

Updated 3 months ago by Maddy Martin

How to connect your account to Clio

If you’re already a Clio customer, that’s great! Email us at and we’ll send you the authorization link to associate your 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 account in Clio, please call us at (650) 727-6484 or email us at Monday through Friday between 5am – 6pm PT


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