- Go to the Settings page
- Click on the “Integrations” tab
- Click the "Connect" button under the Clio box
- Log in to your Clio account if you are not already signed in
- Click the green "Allow Access" button when the window stating "Lexicata would like to connect to your Clio account" opens
- Wait for the Settings page to reload
Note: When the integration is connected, there will be a "Connected" message listed under the Clio box in the "Integrations" tab.