Co-Hosted Webinar with Clio: Time Capture Integration Demo
We co-hosted a webinar with Clio to introduce our new Chrometa-Clio time capture integration. Here’s the video recording (with full setup instruction beneath the video):
Enable the Clio Integration
Go to Account – Integrations within Chrometa. Click the Clio link, then Connect.
You’ll be redirected over to Clio, where you can login and connect your account.
Select Yes, Let’s Connect:
You will then be redirected back to Chrometa, with a message at the top of your screen confirming the successful connection.
Click the projects page link at the far-right to import your projects from Clio.
Importing Your Project (Client & Matter) List From Clio
Click the projects page link at the far right of the message above to visit the Projects tab in Chrometa. In the top-right, you will see a Sync With Clio button. Click this to import your project list from Clio into Chrometa.
Click the Sync With Clio button to import your project list from Clio into Chrometa.
Going forward, you use this Sync button within Chrometa to makes sure that your project list is in sync with what you have in Clio. Just click it after you make changes within Clio to assure both project lists are in tandem.
(No existing Chrometa projects will be overwritten – new projects are only appended – so you don’t need to worry about accidentally overwriting your existing Chrometa project list.)
Exporting Your Chrometa Timesheet to Clio
To export your entire Timesheet, click the Export to Clio button located to the right of the Timesheet header:
To export one project at a time to Clio, mouse over the settings menu to the right of the project name, and select Export to Clio