Note: This article applies to users with Clio Draft Pro accounts. Users with Pro X or Pro Unified accounts should refer to their relevant article about how to connect Clio Manage and Clio Draft.
Connect Clio Draft Pro and Clio Manage
If you Clio Manage in addition to Clio Draft Pro, you can integrate these products and import and export clients from and to Clio Manage.
Integrate Clio Draft and Clio Manage
- From Clio Draft, click Team (bottom left). You can also reach this page by clicking your profile icon (top right) Account > Subscription.
- Click the Integrations tab from the navigation panel.
- Click Connect.
- If necessary, log into Clio Manage, then follow the prompts to connect your Clio products.
Resync manually
Each time you add new info to Clio Manage or update existing Clio Manage info, you can re-sync from Clio Draft to ensure the latest information is available in Clio Draft.
- From Clio Draft, click Team (bottom left). You can also reach this page by clicking your profile icon (top right) Account > Subscription.
- Click the Integrations tab from the navigation panel.
- Click Sync.