Interactive Video Walkthrough
How do I connect a Lupl Matter to Clio?
If the Clio integration has been enabled by your organization:
- Navigate to the Matter you want to connect.
- Click the Clio tab.
- Select "Connect A Matter".
- Choose the relevant matter and click "Connect to Clio.
Once your Matter is connected, the Clio tab will provide team members instant access to the matter and billing details contained within Clio. From the Clio tab you can click "Open in Clio" to be taken directly to the Clio matter.
Note:
- Content shown in the Clio tab will only be visible to team members who already have access to the content in Clio.
- If you use both Tessaract and Clio, you currently can only connect one or the other to your Lupl Matter.