Zoom and Clio

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With Clio's integration with Zoom, you can quickly and conveniently schedule Zoom meetings from your Clio Manage calendar. Once the integration is set up, you can turn any new or existing calendar event in the Clio Manage desktop app and the Clio mobile app into a Zoom meeting with the click of a button. 

Note: Each user on the Clio account can create a maximum of 100 Zoom meetings each day.

Important: You cannot share your Zoom account with another user at your firm. If you try to share a Zoom account when using the integration, the first user will be disconnected as soon as the second user logs in with the same account.

Set up Zoom in Clio

Clio's integration with Zoom is compatible with all Zoom accounts. Once the integration is set up, you can turn any calendar event into a Zoom meeting by creating a new event or editing an existing event. Once the event is saved, participants will receive an email with the event information and a link to the unique Zoom meeting.

Note: Most Zoom meetings created in Clio Manage will also appear on your Zoom account. Zoom meetings for recurring calendar events—other than the initial event—and rescheduled events will not appear in your Zoom account. 

Tip: Learn more about how to create calendar events here.

  1. Go to SettingsContact and Calendar Sync.
  2. Click Sign in to Zoom.
  3. Read Zoom's terms of service and then click Agree.
  4. Click Sign in to Zoom and follow the prompts to enter your Zoom credentials and complete the sign-in process. You will be redirected back to the settings page in Clio once login is complete.


Disconnect Zoom in Clio

  1. Go to SettingsContact and Calendar Sync.
  2. Click Disconnect next to Zoom calendar integration.


Uninstall Zoom

  1. Open the Start menu on your PC.
  2. Go to Settings > System > Apps & features.
  3. Select the app.
  4. Click Uninstall.


Contact Zoom support

Note: If you stop paying for your Zoom subscription or deactivate your Zoom account, existing Zoom meetings in Clio Manage will continue to exist, but you will no longer be able to create new Zoom meetings or edit the existing ones. 

For further inquiries about Zoom and your account's security settings, contact their support and take a look at their privacy policy.


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