Clio New Integration With Google Drive and Docs

Clio New Integration With Google Drive and Docs

One of the most popular practice management solutions, Clio announced last month that it supports for Google Drive and Google Docs. This integration should  streamline the creation and sharing of legal documents among your staff and co-counsel as well as clients.

Clio's integration with Google Drive and Gogole Docs allows you to attach to a Clio matter any kind of document Google Documents, Spreadsheets, and Presentations. The new integration also means that you can create a new Google Document or Spreadsheet directly from within the Clio interface.

To connect your  Google Drive or Google Docs account to the following:

• In your Clio account, go to Settings.
  
• Click the Google Sync icon to view your Google Sync Settings.
  
• Click the "Add or Remove" link to view what Google products are currently synced to your Clio account.
  
• Check the box for "Google Drive" and then "Authorize Google Access:"
  

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• Now you will be forwarded to Google site asking you to authorize Clio to access your Google Docs account. Click on "Grant Access":
  

Now you need to enable sync. 

Just click on "Setup Drive" link next to your accounts and then click on "Enable" Google Drive Sync.

Now to create a Google Docs document just go to "Document Tab", and select either "Word processing" or "Spreadsheet," name it and then click "Create." 

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