Templates & troubleshooting
Clio-specific template fields and invoice PDF setup, plus FAQs and fixes for common integration issues.
By Kolleno and 1 other2 authors4 articles
Clio Invalid Authorization RequestThis article will explain what to do if you see the error when trying to connect your Clio: Invalid authorization request.
Clio: How to add the matter number to your email templates?This article will explain how you can easily add matter number into your email templates - no need to do this action manually.
Logo on Invoice PDF in ClioFollow these instructions to ensure your law firm's logo shows on the PDF of the invoices.
Clio and Kolleno Integration AuthenticationUnderstand how Kolleno’s Clio integration authenticates to perform data sync.