Hello, to leverage Cassi's full capabilities, a Clio login is required.
1. Click Login within Cassi to be directed to a Clio-hosted login. No User Names or Passwords are ever passed to Cassi.
2. After entering your User Name and Password, you will be prompted to allow Cassi to perform tasks for you.
3. You should not be logged in and any action that Cassi makes will be directly saved in Clio.
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