Templates & troubleshooting
Clio-specific template fields and invoice PDF setup, plus FAQs and fixes for common integration issues.
4 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.