Authenticate your Clio account
Step-by-Step Instruction Article: Using the Clio Integration
Step 1: Accessing Account Settings
- From any page in your account, locate the bottom left section and click on "Account Settings."
Step 2: Re-authenticating Clio Account
- Within the Account Settings, find the Clio integration box.
- Note the requirement to authenticate your Clio account to utilize the latest integration feature.
Step 3: Initiating Re-authentication
- Click on the re-authentication option within the Clio integration box.
- You will be directed to a familiar page similar to previous authentication processes.
Step 4: Granting Access
- On the authentication page, simply allow access to your Clio account.
- This step ensures that your account is properly re-authenticated.
Step 5: Enjoying the New Feature
- Once you have completed the re-authentication process, you can now take advantage of the new integration feature.
Congratulations! You have successfully authenticated your Clio account, enabling you to leverage the latest integration feature.
Still Need Some Help? Contact our support team by email