Connecting and Using Clio
To authenticate or re-authenticate your Clio connection please follow these simple steps:
· Login to your CaseMail account
· Click on your name located at the top far right corner
· Click on Clio Connect
· Approve the CaseMail < > Clio access
You should now see the Clio matters ( icon (3) dots and (3) dashes ) on the left menu bar.
If you do not see the Clio matters icon, follow these steps:
· Log out of CaseMail
· Clear your browser history and cache
· Then log back in.
If this does not resolve your issue please let us know.