This information is only applicable to public app developers who intend on publishing their apps in the Clio App Directory.
Step 1: Build a public app
Apply for a developer account by filling out the developer account application form. Follow the step-by-step guide to set up your developer environment once your account has been approved.
Step 2: Complete the security and compliance review
Once your integration is ready to go, email email@example.com with a request for a security questionnaire. Once received, our Application Security and Compliance Team will review your submission and either approve or provide actionable feedback on areas of improvement. We aim to review within 2 business days.
Step 3: Demo your integration with us
After our Application Security Team has approved your app, we will reach out with a link to book a live demo with us. This is an opportunity to tell us about your company, your customers, the problem you're solving, and show us how the integration works.
Step 4: Launch in the Clio App Directory
After your successful demo, we will provide you with a form to complete for building the listing in the App Directory. We will then create the listing and share it with you to review and post publicly.