Formulaws.com Documentation

Clio Integration

If you are currently using Clio to manage your firm's cases, organize contacts, and automate documents, Formulaws.com can work with Clio and provides a seamless integration so you can import case/matter information from Clio into Formulaws.com and upload completed PDFs from Formulaws.com to a client's folder in Clio.

Enable Clio in Formulaws.com. This step is required so Formulaws.com can show Clio's client and case information and to upload PDFs to your clients' folders in Clio.

On the Formulaws.com main menu click "Management" to access the management page and select "Integrations" from the menu along the left side of the page.

Click "Clio Integration" to proceed enabling the Clio Integration with Formulaws.com, which shows the Clio Integration page.

Click "Start Clio Integration" to continue. You will be prompted by Clio to authorize access to Clio (see Connecting To Clio).

Once authorized, the "Clio Configuration Settings" page is shown, where you can complete the Clio Integration.