How do I connect my CaseMail account to Clio?

Connecting and Using Clio

Here are the steps to connect your Clio account to CaseMail.

1. Using the same Clio & CaseMail User Name (email address) Login to both Clio and CaseMail

2. Click on the following link to connect your Clio matters within CaseMail

3. Refresh your browser.

4. When Clicking on the "Matters Icon" should take you to the Clio Matters Page.

(Click on The Demo Guides below for Tour)
Enter Password: clio)


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