Connecting To Clio

Whenever you access Clio from within, you may need to log into your Clio account and authorize access to Clio. This is automatic when necessary, and the following will be displayed by Clio to insure that you are authorizing Formulaws to connect to Clio.

Clio - Authorization

Click "Allow Access" to permit to connect to Clio. If you click Deny Access instead, will be unable to retrieve clients' case and contact information and PDFs cannot be uploaded.