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Clio installation

Connecting your Clio account with YoCierge couldn't be easier!

Clio Basic Integration Setup

Login to our portal as usual.

Login screen

Go to My Preferences.

Logged in

Click to Integration and then Clio.

Start Integration

Allow access for the YoCierge connector.

allow acces integration

After a few seconds, you should see the following screen.

refreshing integration screen

YoCierge Updates in Clio Custom Fields

Let us know if you would like to use this feature. We will do preparation work on our end first. Once we are ready with our part, you will need to make some changes in Clio.
In Clio, go to Settings -> Custom Fields -> Matter Custom Fields.

Matter Custom fields set

Click on Field Sets.

to fields set

Click on Add and assign the fields to the field sets, as shown. You need to do this 10 times (MP1 - MP10).

add fields set
fields sets

That's all!