When navigating to your Clio Matters, select any Matter and the Proof tab will be located on the far right. The first time that a user navigates to the Proof tab, they will be prompted to “connect to Proof” and a pop-up window will appear requesting access for our integration.

Once access has been allowed, users are able to create, view and manage serve requests, configure the integration settings, access the Proof platform to view all jobs in one location, and view instructions on how to get customer support assistance.

*This is the home page of a Clio Matter - Proof is located as the far right tab within any Matter.*