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Re-authenticate your Clio account

Re-authenticate your Clio account

This quick tutorial is applicable for those AltFee users with a Clio 1.0 integration.


Step-by-Step Instruction Article: Using the Clio 2.0 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 re-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 re-authentication processes.

Step 4: Granting Access

  • On the re-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.
  • Enjoy the enhanced functionality provided by the Clio 2.0 integration.

Congratulations! You have successfully re-authenticated your Clio account, enabling you to leverage the latest integration feature.


 
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