How to connect to Clio

You can now connect Memtime to your Clio account and get the most of your legal software.

Step 1: Install Clio as a Connected App

 

1. Launch the Memtime App and navigate to the menu icon. Select Connected Apps.

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2. If Clio is not listed, click Find More Connected Apps.

Find More Connected Apps EN-1


3. The Memtime Marketplace website will open in your browser. Search for Clio in the search bar, or any other Connected App you’d like to try.

Once you find Clio, click Connect with Clio.

 

 

4. In the following step, you will have the option to choose your Clio region. Then, simply click on the Submit button to proceed.

 

Step 2: Authenticate Clio with Memtime

 

1. Open Memtime, and go to Menu → Connected Appsand click Refresh Installed Connected Apps to see Clio listed as a Connected App.


Refresh Installed Connected Apps EN

2. Select Clio from the Connected Apps list and click Authenticate. You will also be automatically prompted to authenticate.

 

 

3. A new window will open. Enter your email and password to authenticate.




4. After authentication, you can select Clio from the Connected Apps menu to access its settings.

Here, you can customize the settings to match your preferences.

Step 3: Create Clio Time Entries in Memtime


1. Open the Project Management tab in Memtime. Click on the Refresh button to ensure all your projects are imported.


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2. Go to the Time Tracking tab and create time entries by clicking and dragging in the Time Entries column.

The Time Entry window will now offer you the option to select Clio as a Connected App.



3. Log in to your Clio account and go to your Projects → Time Entries, or any task with time entries to view the time entries synced from Memtime.


 

Automatic Synchronization:
Memtime automatically exports time entries created in Memtime to Clio. Similarly, any time entries created directly in Clio are exported to Memtime by default.