Clio Manage

the clio manage modules allow you to monitor, create, update, retrieve, and delete the matters, tasks, contacts, calendar entries, communications, activities, folders, notes, documents, bills, and users in your clio manage account getting started with clio manage prerequisites a clio manage account in order to use clio manage with make, it is necessary to have a clio manage account if you do not have one, you can create a clio manage account at clio com/manage/ https //www clio com/manage/ connecting clio manage to make 1\ go to make and open the clio manage module's create a connection dialog 2\ enter a name for the connection and select your region either the us or europe click continue 2\ enter your clio manage login credentials and click sign in 3\ confirm the access by clicking allow access the connection has been established