Integrations

Connecting Clio

Step-by-step Clio setup

Last updated February 25, 2026

# Connecting Clio

Connect your Clio account to sync time entries.

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## Before You Begin

  • Active Clio account required
  • Permission to authorize third-party apps

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## Step 1: Go to Integrations

Navigate to Integrations from your sidebar.

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## Step 2: Click Connect Clio

[Screenshot: Connect Clio button]

Click the blue "Connect Clio" button.

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## Step 3: Authorize in Clio

[Screenshot: Clio authorization]

  1. Log in to your Clio account
  2. Review the permissions
  3. Click "Authorize"

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## Step 4: Confirmation

You'll be redirected back with a success message.

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## What Gets Synced

  • Time entries you create
  • Activity descriptions
  • Matter associations

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## Troubleshooting

  • "Clio not configured" - Contact support
  • Authorization denied - Check your Clio permissions
  • Token expired - Click "Reconnect"

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