Step 1: Sign into Clio
Open Clio in a new web browser and sign in with your admin access credentials.
Step 2: Sign into Hona
In a new web browser tab, open Hona by navigating to app.hona.com and sign in with with your admin access credentials.
In the top-left corner, click on the dropdown menu and select "Company Settings"
Now click on the "Integrations" tab at the top of your Company Settings page.
Step 3: Connect your Integration
In the Integrations section, locate the Clio integration tile and then select the "Connect" button.
You will be redirected to a Clio authorization page. Click "Allow Access" to proceed.
Step 4: Confirmation of Integration
After allowing access, you will be redirected to Hona.
Verify that the integration tile for Clio is now at the top and displays "Connected, Inactive."
Step 5: Activation (Optional)
The integration is successfully set up, but automatic updates to clients are not enabled.
When ready to go live, reach out to your Customer Success Manager or Onboarding Manager to activate the automation for you.
Conclusion
You have successfully completed the initial setup for the Clio and Hona integration. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].