Set up Clio with CaseClock
Connect your own Clio account to CaseClock so clients and matters refresh automatically and approved time can be sent to Clio.
Each lawyer connects their own Clio account. CaseClock reads the clients, matters and billing information that account can see. It does not change a Clio bill.
Before you begin
- You need a Clio account with access to the matters you bill.
- Your client and matter source cannot currently be a file import. Remove the file first under Settings, Clients and Matters if CaseClock asks you to.
- A firm using CaseClock Sync for PCLaw or Unity Accounting uses that billing workflow instead of connecting Clio.
Connect Clio
In the web app open Settings, Clients and Matters. In the Clio section choose Connect Clio. On the phone, open Account, Clients and Matters, then Connect to Clio.
Sign in to Clio and allow CaseClock. The connection link is valid for 15 minutes and is tied to your account.
Return to the Connection complete page. The Clio card shows Connected, your Clio email, the last sync and the number of clients and matters refreshed.
Clients and matters refresh about every five minutes. See Use Clio with CaseClock for what happens after connection.