RingPlan + Clio integration walkthrough

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• Select topic RingPlan + Clio Integration

  RingPlan + Clio Integration

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  • Select activity Prerequisites: 1) You must have an Enterprise leve...

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    Prerequisites: 

    1) You must have an Enterprise level RingPlan account.

    2) You must have an already established Clio account.
    
    

     

    1) navigate to https://clio.ringplan.com

    2) log in with your RingPlan Credentials

    3) press the "clio" icon in the left hand navigation bar.

    4) log in and authorize with Clio

    5) Practice receiving an inbound call the searching for records that are in Clio.