Advice and answers from the Docketwise Team
Sync Docketwise with Clio
Combine Docketwise with Clio's power practice management software
Once you have activated the integration, all your contacts in Clio will automatically be migrated into Docketwise and vice versa. Thereafter, any time you create or edit a contact or matter in your immigration practice on Docketwise or in Clio, your changes will be reflected in both platforms.
- Click on your name in the top right corner of your dashboard
- Click on Account Settings
- Click on Activate Clio
- You're be prompted to login to Clio and allow Docketwise access to your account. Click on Allow Access when prompted.
- That's all! You'll receive an email shortly notifying you once your integration is fully setup.
Updated: 2 months
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