This article may be out of date!
Visit the New Knowledge Center

How Can I get Data from Clio to Formstack Documents?

Objective:

  • I've set up the Formstack Documents integration, how do I get it to pull data from Clio Matters?

Environment:

  • Clio Manage
  • Formstack Documents

Additional Information:

  • n/a

Answer:

To automatically populate any type of legal document right from your Clio account on Formstack Documents, please refer to this support article for further information.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality