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.