You can connect Legaler and Clio by selecting settings/integrations from the menu bar or you can simply browse to https://app.legaler.com/edit/integrations

Because Clio hosts its data in different locations for different users you will need to select your Clio region from the drop down menu.

After selecting your region press connect to be forwarded to Clio's website to approve the Legaler - Clio connection. Clio will prompt you with a disclosure of the information Legaler is permitted to access in your Clio account. 

If you are not presently logged in, Clio will request that you provide your username and password to continue. Legaler will never ask for your Clio password!

Did this answer your question?