Hello @bud:
You have to connect this in the Clio app itself.
Personally, my favorite app for law firms is LeanLaw. It is much easier to work with and manage/connect. Additionally, they have the best support. If you are not in love with Clio, check out LeanLaw. I think you will find it less expensive too. All of my law firm clients are using LeanLaw and are very happy with it.
Lynda
