Import Client/Case Information imports client/case information so it is accessible within, so existing case information is available to complete forms and documents within

Importing client/case information is done during initial setup of the Clio integration, and can also be performed when using to select an existing case.

Importing client/case information should be performed whenever you add new client matters in Clio.

Clio - Import Client/Case Information

To import Clio client/case information, click the "Import" button.