Please allow up to 24 hours for integration to be complete. Warning: Do not move or rename the Clio folder or any of its subfolders. Client and Matter subfolders will be contained within the Clio folder. A folder named 'Clio' will be created in the root directory of your Google Drive.

Google Drive is now authorized and has now been connected to your Clio account.

If you are signed into more than one address, confirm you are connecting your Clio Account to the correct Gmail account by reviewing the address listed at the upper right.

PLEASE NOTE: At the upper right you will see which Gmail address you are connecting to. Finally, click the 'Allow' button to authorize the connection between your Clio and Google accounts.

You will then be prompted to log in to Google if you are not already logged in.

PLEASE NOTE: If you already have Google Calendars and Google Contacts synced, the authorization steps (5-6) would not be required.

Link your Google Drive account by clicking on the 'Enable Google Drive' button.

Scroll down to 'Google Drive' and click the 'Configure Google Drive' link.

From the Documents settings, click the 'Document Sources' sub-tab.

Go to your Clio settings panel by clicking on the gear icon in the Clio header, then click 'Documents' in the System column.

Sharing Documents and Folders in Google Drive Outside of Clio If there is an existing Contact and Calendar sync with a Google account, the same Google account must be used for the Document Integration.Ĭonnect your Clio Account to your Google Drive Account PLEASE NOTE: The initial authorization must be done from the Primary Subscriber's account. Clio integrates with Google Drive to let you create new word processing documents and spreadsheets right from Clio!

Google drive shared folder not syncing