Lexicata integrates with Clio to help you get the information you need from your clients into your practice management software quickly and easily. We make the transition seamless by integrating with Clio's API so that all your data can be pushed over without having to do manual data entry.
- In Lexicata, go to your Settings from the top right dropdown that says "Hello, Name"
- From Settings, click the tab that says "Clio"
- Click the button that says "Connect" and you will be redirected to a Clio authorization page
- Sign in with your Clio credentials, and then on the next screen click the green button that says "Yes, let's connect"
- You will be directed back to Lexicata and your account will now be connected
Keep in mind that data does not automatically export to Clio at this time. You will have to export data manually from either the contact page or the matter page.
See these guides for more information: