How do I integrate with Clio?
Integrate your phone system with Clio. Each time you make or receive calls, GoTo Connect notifies you of any customers that match the caller ID with a link to open their account in Clio. You will have options to see recent communications, add a contact, create a billable activity, associate communications and activities with a matter, or add notes.
- Download and install GoTo Connect Integration for Clio for your operating system:
- Open and log in to GoTo Connect Integration for Clio with your GoTo Connect credentials.
- Click Link Account to launch the Integrations Dashboard.
- In the new window, choose your region and then click Link Accounts.
- Enter your email account used to sign in to Clio and then click Next: Password.
- Enter your Clio password and then click Sign in.
Note: If you change your Clio password, unlink your account and reconnect.
- Click Allow Access.
- Select in the left sidebar of the GoTo Connect Integration for Clio and then choose your Line.