How do I automatically create expense activities from my Proof jobs?
From the Proof tab within any Clio Matter, select Integration Settings* which is located at the bottom of the serve request list on the left-hand side as shown below:
*Please note - you need to be an Administrator on your Clio account in order to access these settings.
From this screen, the first option is to “Automatically create Clio expense activities for Proof invoices” which will occur whenever an invoice is sent from the Proof platform. In addition to having the expense activity created, users can set expense categories that have been created from the “Activity” tab within the Matter.
How do I automatically add documents and invoices to Clio Documents
From the Integration Settings page on the Proof tab, select the check boxes that say “Automatically upload Proof Affidavits of Service/Non-Service to Clio Documents” & “Automatically upload a PDF copy of Proof invoices to Clio Documents” for one or both options.
How do I customize the folder location for Affidavits of Service & Proof Invoices?
Within the Integration Settings page, there is a field that can be customized for the upload location of Affidavits or Service/Non-Service as well as Proof Invoices. From this field, Clio users have the ability to create a folder hierarchy structure. To do so, use a “/” in-between folder names.
Format
[Parent Folder Name]/[Child Folder Name]/[Subsequent Child Folder Name]
Example
Service of Process/Affidavits of Service
