Productivity
Clio Manage
2min
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.
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/.
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.