This article will help you learn how to integrate your Clio Legal Management software with InvoiceSherpa. We have tried to make this as easy as possible and with this guide we'll walk you through exactly how to get started. First things first, visit the InvoiceSherpa home page: http://www.invoicesherpa.com/ and sign up for an account. If you have already signed up and have not linked an accounting platform yet, you will get a popup once you login that starts with entering in your Company information and logo[Please note: If you have signed up and synced with another accounting platform, please reach out to our support and we will assist with syncing the new platform]. Once that is entered you will be able to choose Clio as the accounting platform you would like to link:




Choose Clio in the top left corner and you will see the Clio connect window appear:



After signing into Clio and authorizing, that's it! You will see a confirmation that the setup was successful and once you hit next you're now connected and should see your invoices landing page: