1. Log in to your Clio account and go to your App Integrations.
2. Select “Fundbox”.
3. Click the “Add to Clio” button to add Fundbox to your integrated apps.
4. Click the “Allow access” button so that Fundbox can fully integrate with your Clio account. Fundbox uses visibility into your Clio account during your Fundbox credit application, and if approved, to sync your invoices in Clio with your Fundbox dashboard.
5. Next, click on “Allow Access” to confirm one more time.
6. That’s it! Your Clio account is connected to Fundbox and you can start your Fundbox credit application.
To apply for Fundbox credit, click “OK” at the end of the app integration process. You’ll return to your Clio dashboard where you can refresh your browser and then open the Fundbox app.
Open the Fundbox app and start your application.