Integrating with Clio

Initial Setup

1. Sign up for an account at Parrot.
2. Click on the person’s face, then select 'Settings'.

3. Under Integrations, click 'Add to Clio'

3. Authorize Parrot connection on Clio’s site.

Daily Use

1. If you want to summarize a transcript, click on the ‘Action’ arrow in the row of the document, and click ‘Deposition Summary’ under the Parrot header.

2. Submit payment. Once payment is processed, the summarization will begin.

3. When the summary is ready, the Narrative and pageline summary file will be added to your Clio documents automatically.