FormEvo Integration for Clio

Key benefits for your firm

Form automation
Quickly create and automatically fill forms directly from Clio Manage. Map standard and custom fields from Clio to your most used forms found in FormEvo.
Extensive legal form database
The FormEvo integration for Clio lets customers quickly create forms with access to an extensive library of England and Welsh legal forms plus a Scottish specific library of form templates. All in one place with automatic updating. Reduce the risk of using out of date forms and the consequences.
Simple and secure e-submissions
As more government departments move to e-submission data, FormEvo forms will offer the means to deliver the data via the click of your 'browser' button. Achieve up to 94% auto population of SDLT Form Data to the eAP1

CLIO MANAGE

Generate forms fast with access to an extensive library of templates and autofill details using fields from Clio Manage.

The FormEvo integration for Clio lets you automatically generate forms using fields from Clio Manage. Access a library of forms directly from Clio and initiate the form completion process. By configuring field mappings for standard and customer fields to forms you and your team will be able to generate fully filled forms for matters in just a couple of clicks.

Ready to improve your workflow with FormEvo and Clio? Get Started

Getting set up

Learn more about getting started with the FormEvo integration here.
Additional support

Visit the Clio Help Center or give Clio a call at 1-888-858-2546 (Ext2).