Formulaws.com Documentation

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Connecting To Clio

Whenever you access Clio from within Formulaws.com, you may need to log into your Clio account and authorize Formulaws.com 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 Formulaws.com to connect to Clio. If you click Deny Access instead, Formulaws.com will be unable to retrieve clients' case and contact information and PDFs cannot be uploaded.