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When you integrate and Clio via Zapier, you can have many valuable options for your business. For example; You can create a new task or add a document link to a topic you have made. Thus, you can follow a more synchronized work.

What you need to get started:

● account

● A Clio account/workspace

● A Zapier account

How to set up this integration?

  1. Click the 'Use This Integration' button.
  2. Once you are redirected to the Zapier page, click on the “ + Connect Clio” button.
  3. Sign in to your Zapier and accounts.
  4. Follow the simple steps to set up the integration you like.
  5. End the integration and enable Zap.

That's it! An improved project management experience with, and Clio integration!