Connecting your Clio account

Steps to connecting to Clio -

During the account setup phase, you will encounter the following screen:

To access the login page, please click on the Clio icon:

Upon entering your credentials, you will be directed to the following screen, which will enable InvoiceSherpa to access your invoicing data:

When engaging in the data synchronisation process between both platforms, you will come across the following screen:

After completion, the next screen will be displayed. Please click on "Let's finish up." This action indicates that the data from Clio has been successfully synchronised with InvoiceSherpa. Follow the on-screen instructions. Once this process is complete, you will be directed to the platform's dashboard page: