How to connect Clio to Fundbox

Setting up a Fundbox account with Clio is very easy. Here's how to do it:

  1. Go to Fundbox and create a free account.
  2. From the connection menu, select Clio.
  3. A window will popup asking for your Clio credentials.  After entering them, you will be asked to confirm that you want to connect your Clio account.
  4. Enter your business details, then click Submit​.

That's it! Now the automated assessment process begins. Please be patient, it can take up to 24 hours, but is usually quicker than that. We'll contact you as soon as it's completed.

 
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