Email Integration Setup

Email Integration is a Pro feature that can be turned on in your Firm Settings. Once on, individual User accounts can be setup as follows.

Firm Configuration:
1. Go to Firm Settings

2. Select the "Settings" tab then open the Features dropdown and scroll to "Email Integration". Toggle the "Email Integration" slider to "On".

Now that Email Integration is turned on, let's now properly configure for successful connection and integration.

Go to Profile then scroll down to "Email Setup".

Click the "Sign in with Google" to set up the connection & configurations.

Click "Begin Authentication".

IF you receive a notice to verify Clockwork then please click "Advanced" and it will lead you into the next step.

Click "Allow" and your setup will be authenticated and completely setup. You're all set!

If the connection is not successful, please look at your error message and compare it to the list of errors here.

Clockwork sends web push (if subscribed), email and in app notifications for disconnected email integrations.