We are making an update to our Clio Manage to improve your experience with the integration.
When is this happening?
To prevent data and workflow disruptions, you must reauthorize your Clio Manage integration by March 1st. Otherwise, it will stop sending data.
What do I have to do?
While your integration will be active and sending data, the integration page will show the integration as inactive. Follow the steps below to reauthorize the integration.
- Select the Settings icon on the left navigation bar.
- Choose the company you'd like to integrate with Clio.
- Select Integrations at the top of the page.
- Choose Clio from the list of integrations.
- Select Authorize on the integration page.
- Log into your Clio account and accept the permission settings for our integration.
Once you've reauthorized the integration, it will remain active and will continue to send data.