Fill out the form and click on Submit button.

A new page will be displayed, and it will prompt to login to your Clio account.

Login using the email id and password that you use to login to Clio. Please ensure that the login has Admin access in Clio.

When you see “LawKPIs would like to connect with your Clio account:” select Allow Access for the secure connection to your Clio account to begin.

On the next page, you will see all the details you have filled in the first form and need to validate and click on.

LawKPIs will configure the integration with your Clio environment and set up the application.

This completes your part of enabling LawKPIs trial.

LawKPIs will sync the data from Clio on daily basis during the night hours into LawKPIs in Amazon AWS.

You will have access to the LawKPIs reports 24/7 but the data will be as of yesterday. Clio prefers that we sync with their data on daily basis in the night, so it does not impact their performance.

Once you finish the trial setup process, within 24 hours, you will receive your LawKPIs trial credentials.

LawKPIs trial is valid for 15 days and you will receive reminders 5 days, 3 days and 1 days prior to the expiration date.

You will get the LawKPIs reports with numbers close to Clio. The data reconciliation activity is not a part of the trial and will be taken care of when the client signs up to paid subscription.

At the end of the trial period, your data will be deleted completely.

If there is anything we can do to help, please contact us at [email protected]