Connecting LawTap to Clio

  1. Visit https://lawtap.com
  2. In the top menu, click "Sign In"
  3. Sign In to LawTap
  4. In the top menu, click "Integrations"
  5. Click "Connect to Clio"
  6. Sign in to Clio
  7. Click "Allow Access" for LawTap to have limited access to Clio to synchronise client appointments as Calendars, Contacts, Matters and Activities with your existing Clio account
  8. You will be returned to LawTap and the message "Successfully connected to Clio" will display

Connecting your Clio Calendar/s to LawTap

You can connect your existing calendar system to LawTap. See How do I connect my calendar to LawTap? 

Alternatively, you can connect your Clio Calendar/s to LawTap by:

  1. Visit https://lawtap.com.
  2. In the top menu, click "Sign In"
  3. Sign In to LawTap
  4. In the top menu, click "Integrations"
  5. Under "Clio", click "Manage Calendars"
  6. Under "Primary Calendar", select the primary Clio calendar which should be used to save LawTap Appointments
  7. Select any additional Clio calendars which should be checked to manage the availability published for you in LawTap
  8. Click "Save"

You can also override the "Primary Calendar" for a LawTap Appointment Types by:

  1. Edit an Appointment Type
  2. Update the calendar under the "Linked Clio Calendar" dropdown menu.
  3. Click "Save"

Booking an Appointment using a Clio Contact in LawTap

1. In the top menu, click "Appointments"
2. Click “Book Appointment”
3. In the Client dropdown menu, select an existing Clio contact

Send an Appointment to Clio

1. In the top menu, click "Appointments"
2. For an appointment, click "Send to Clio"
3. On the "Send to Clio" screen
- Under "Link to Matter", Create New Matter and enter a Matter Name OR use the drop-down menu to link the appointment to an existing Clio Matter
- Click "Send to Clio" button
4. You should see the message "Successfully sent to existing Clio Matter [Matter ID]"

View an Appointment in Clio

1. In the top menu, click "Appointments"
2. For an appointment, click "View in Clio"
3. You will see the appointment created as an Activity in your Timeline which you can immediately review and bill to your client

Additional Clio Integration Notes

1. If an appointment in LawTap is cancelled, the Activity will be removed/deleted automatically
2. If an appointment in LawTap is rescheduled, the Activity will be updated automatically

Disconnecting LawTap from Clio

1. Visit https://lawtap.com
2. In the top menu, click "Sign In"
3. Sign In to LawTap
4. In the top menu, click "Account"
5. Under Integrations > Clio, click "Disconnect"

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