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
https://my.casemail.us/ReconnectClio/ExistingUser/Yes

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)