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.

1. Download and install GoTo Connect Integration for Clio for your operating system:
   • Download for Mac
   • Download for Windows
2. Open and log in to GoTo Connect Integration for Clio with your GoTo Connect credentials.
3. Select Link Account to launch the Integrations Dashboard.
4. In the new window, choose your region and then select Link Accounts.
5. Enter your email account used to sign in to Clio and then select Next: Password.
6. Enter your Clio password and then select Sign in.
   Note: If you change your Clio password, unlink your account and reconnect.
7. Select Allow Access.
8. Select in the left sidebar of the GoTo Connect Integration for Clio and then choose your Line.
   Note: For screen pop to work with Clio, the phone number must be formatted specifically without any symbols (i.e., 1234567890).