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Import Client/Case Information

Formulaws.com imports client/case information so it is accessible within Formulaws.com, so existing case information is available to complete forms and documents within Formulaws.com.

Importing client/case information is done during initial setup of the Clio integration, and can also be performed when using Formulaws.com to select an existing case.

Importing client/case information should be performed whenever you add new client matters in Clio.

Clio - Import Client/Case Information

To import Clio client/case information, click the "Import" button.

Last Updated 10/15/2020 - (email)
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