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How Can I get Data from Clio to Formstack Documents?


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


  • Clio Manage
  • Formstack Documents

Additional Information:

Connecting Clio directly to Formstack Documents will only allow Formstack Documents to save documents to Clio.


To get Matter data from Clio to Formstack Documents, you will need to use Zapier as well. Please see this support article for further information.

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