Mailform & Clio

Mailform with Clio has a single purpose - to make it easy to send your clio documents via the USPS! We have exciting new plans for 2026 but please let us know if there is something missing we can help you with.

• Document Browser - New hierarchical view for browsing documents by client and matter

• Type View - Alternative view to filter documents by document type

• Legal Playbooks - Pre-configured workflows for Managing Mail to Courts, Marketing or keeping in touch with clients, and Billing.

• Bulk Document Mailing - Select and mail multiple documents at once (not just bills)

• Improved Performance - Faster ways to find files and send mail

Connect your Clio account to mail invoices and documents directly from your legal practice management system.

1. Go to mailform.io/webapp/clio.html

2. Click Connect Clio

3. Log in to your Clio account when prompted

4. Authorize Mailform to access your Clio data

5. You'll be redirected back to Mailform with your invoices loaded

What Mailform Can Access:

• Unpaid invoices and client billing information

• Matters and associated documents

• Client contact details for mailing addresses

The Clio Bills page lets you bulk mail unpaid invoices to your clients with just a few clicks.

Once connected, Mailform automatically displays all unpaid invoices from Clio. Each invoice shows:

To select individual invoices:

• Toggle the switch in the "Print & Mail?" column to Yes

To select all invoices at once:

• Click Select All at the top of the table

To clear your selection:

• Click Select None to deselect all invoices

Before mailing, verify each recipient's address is complete and correct.

To edit an address:

1. Click on the address in the "Send To" column

2. The address editor opens with these fields:

   • Name (required)

   • Company (optional)

   • Address Line 1 (required)

   • Address Line 2 (optional)

   • City (required)

   • State (required)

   • ZIP Code (required)

3. Make your changes

4. Click Save

Note: If an address is missing required information, you'll see an error message when trying to select that invoice. Click the address to add the missing details.

1. Click Confirm to review your selected invoices

2. Review the list of invoices to be mailed

3. Click Mail All to create your order

4. You'll be redirected to your Mailform workspace where you can:

   • Add a return address

   • Choose mail class (First Class, Certified Mail, etc.)

   • Complete payment

The Clio Document Picker lets you upload documents from your Clio matters directly into Mailform for mailing.

1. Go to your Mailform Workspace

2. Click Upload from the Cloud from any upload Area

3. Select From Clio as your document source

4. The Document Picker modal opens

The picker opens showing your Clio matters. To find a specific matter:

1. Search: Type in the search box to filter by matter name or number

2. Scroll: Browse through the list of matters

3. Select: Click Select next to the matter containing your documents

After selecting a matter, you'll see all documents in that matter only:

1. Click Upload next to any document you want to mail

2. The document is marked with a blue "UPLOADED" label

3. Continue uploading additional documents as needed

4. Click X to close when finished

To go back and choose a different matter:

• Click « Matters in the bottom left corner

After uploading documents:

1. They appear in your Mailform workspace

2. Add recipient addresses

3. Choose your mail options

4. Complete your order

Q: Why do I see "Your Mailform account is currently not connected to Clio"?

A: This means you need to authorize the connection. Click Connect Clio and follow the authorization steps. If you've connected before, your authorization may have expired—simply reconnect.

Q: The Connect button isn't working. What should I do?

A: Try these steps:

1. Clear your browser cache and cookies

2. Disable any pop-up blockers

3. Try a different browser

4. If the issue persists, contact support@mailform.io

Q: Why don't I see any invoices?

A: Mailform only shows unpaid invoices with an outstanding balance. Check that:

• You have invoices in Clio with balances due

• The invoices aren't marked as paid in Clio

• Your Clio connection is active

Q: Why can't I select a specific invoice?

A: The invoice is missing required address information. Look for an error message like:

• "The name is missing"

• "The address is missing"

• "The city is missing"

Click on the address to edit and add the missing fields.

Q: What if a client's name or company is too long?

A: Mailing addresses have a 40-character limit per line. You may need to:

• Abbreviate the company name (e.g., "Inc." instead of "Incorporated")

• Use initials for long names

• Remove unnecessary titles

Q: Why don't I see any documents in my matter?

A: Check that:

• The matter actually contains documents in Clio

• The documents are not in subfolders (the picker shows top-level documents)

• Your Clio connection is active

Q: Can I upload multiple documents at once?

A: Yes! The document picker allows you to upload multiple documents from the same matter. Each document you upload is marked "UPLOADED" so you can track what you've added.

Q: What file types can I upload?

A: Mailform accepts PDF documents. If your Clio document is in another format, you may need to convert it to PDF first.

Q: How much does it cost to mail Clio invoices?

A: Standard pricing applies:

• First Class Mail: Starting at $2.99 (as low as $1.50)

• Certified Mail: Starting at $11.98 (as low as $8.99)

Volume discounts are available. See mailform.io/pricing for details.

Q: How long does delivery take?

A: Typical delivery times:

• First Class or Certified Mail: 4-8 business days

• USPS Priority Mail Express: 1-3 business days

Q: Can I track my mailings?

A: Yes! For Certified Mail, you'll receive USPS tracking information. All mailings can be viewed in your Mailform order history.

1. Mail invoices promptly - Send invoices as soon as they're generated for faster payment

2. Use Certified Mail for important notices - Legal deadlines often require proof of mailing

3. Keep addresses updated - Verify client addresses in Clio regularly

4. Review before mailing - Always double-check the confirmation screen before clicking "Mail All"

The "Previously Sent" column shows which invoices you've already mailed through Mailform. This helps you:

• Avoid duplicate mailings

• Track which clients have received bills

• Follow up on unpaid invoices after mailing

If you're experiencing issues with the Clio integration:

1. Check your connection: Go to mailform.io/webapp/clio.html and verify you're connected

2. Refresh the page: Sometimes a simple refresh resolves loading issues

3. Reconnect Clio: Disconnect and reconnect your Clio account

4. Contact support: Email support@mailform.io with:

   • Your Mailform account email

   • Description of the issue

   • Screenshot of any error messages