🔒 Secure by Design: We use industry-standard secure authentication. We never see or store your Clio password—authentication happens directly between you and Clio.
What You'll Get
Once connected, QuoteCreator integrates seamlessly with your Clio account:
- Browse your matters: Search and select from all your Clio matters directly in QuoteCreator
- One-tap uploads: Send estimate PDFs to the right matter with a single tap
- Automatic organization: Estimates appear in your matter's Documents section
- Set defaults: Save frequent client matters for faster estimates
- Connection monitoring: Automatic re-authentication if your connection expires
Before You Start
Make sure you have:
- ✅ QuoteCreator open in your browser (Open QuoteCreator)
- ✅ Active Clio account with login credentials
- ✅ Internet connection for initial setup
- ✅ Permission to connect apps (if you're on a firm-managed Clio account, check with your admin)
⚠️ Firm-Managed Accounts: If you're part of a law firm with admin-managed Clio access, check with your IT administrator before connecting third-party apps. Some firms restrict integrations for security compliance.
Setup Steps
1 Open QuoteCreator Settings
- Open the QuoteCreator web app in your browser
- Click the ⚙️ Settings icon (usually in the top-right corner or navigation menu)
- Scroll to the Integrations section
- Find Clio Integration and click Connect to Clio
2 Complete Manual OAuth Authorization
⚠️ Important: This is a manual copy/paste process. QuoteCreator will open your browser, then you'll need to copy the authorization code back to the app.
Step 2A: Authorize in Your Browser
- QuoteCreator automatically opens your browser to the Clio authorization page
- Enter your Clio email and password (we never see this)
- Review the permissions QuoteCreator is requesting:
- Read matters: To browse and search your client matters
- Write documents: To upload estimate PDFs to matters
- Click "Allow Access" to authorize
Step 2B: Copy Code from "Can't Reach This Site" Page
- After clicking "Allow", your browser will show "Can't reach this site" or similar error
- This is normal! Look at the URL in your browser's address bar
- The URL will look like:
http://localhost/callback?code=AbCdEf123...
- Copy the entire URL from the address bar (or just the code after
code=)
📱 What You'll See in Your Browser:
After clicking "Allow Access", the browser shows:
- "This site can't be reached" or "Unable to connect"
- URL in address bar:
http://localhost/callback?code=...
- Don't close this page yet! You need to copy the URL first
Step 2C: Paste Code Into QuoteCreator
- Switch back to QuoteCreator (use app switcher or tap QuoteCreator icon)
- You'll see "Paste Authorization Code" screen with a text field
- Paste the URL or code into the field (QuoteCreator will extract the code automatically)
- Tap "Continue" to complete authorization
💡 Pro Tips:
- Split-screen mode: If your device supports it, keep QuoteCreator and browser visible at once
- Copy the entire URL: Don't worry about extracting just the code—paste the whole URL and QuoteCreator will parse it
- Address bar, not error message: Copy from the address bar at the top, not the error text on the page
- Codes expire quickly: If it doesn't work, start over from Step 1 within a few minutes
🔐 Security Note: Your Clio password stays with Clio—we only receive a secure access token that allows QuoteCreator to perform the actions you approve.
3 Confirm Connection
- You'll be redirected back to QuoteCreator
- You'll see a ✅ Connected to Clio success message
- Your Clio account email will be displayed in Settings
- Connection status will show as Active
✅ Setup Complete! You can now upload estimates directly to your Clio matters. See the next section for usage instructions.
Using the Clio Integration
Creating an Estimate with Clio Upload
- Create your estimate as usual (add line items, pricing, etc.)
- Tap "Select Matter" in the estimate details
- Browse or search your Clio matters by:
- Client name
- Matter description
- Matter number
- Select the correct matter and tap Confirm
- Complete your estimate and tap Generate PDF
- Tap Share → Send to Clio
- Confirm the upload—your PDF will appear in the matter's Documents section
Setting Default Matters
For frequent clients, you can set a default matter to save time:
- Open an estimate for your frequent client
- Select their matter as usual
- Tap the ⭐ Set as Default option
- Next time you create an estimate for this customer, the matter will auto-populate
Verifying Uploads
To confirm your estimate was uploaded successfully:
- Log in to Clio
- Navigate to the client matter
- Open the Documents tab
- Look for your estimate PDF (named with the estimate number and date)
Troubleshooting
❌ "Connection Failed" Error
Problem: Unable to connect to Clio during setup.
✅ Solution:
- Check your internet connection (WiFi or mobile data)
- Verify your Clio login credentials are correct
- Try logging in to Clio in your browser first
- Restart QuoteCreator and try again
❌ "No Matters Found"
Problem: Matter browser shows empty list.
✅ Solution:
- Verify you have active matters in your Clio account
- Check that matters aren't archived (QuoteCreator only shows active matters)
- Try refreshing the matter list (pull down to refresh)
- Disconnect and reconnect your Clio integration
❌ "Upload Failed" Error
Problem: PDF won't upload to Clio matter.
✅ Solution:
- Check your internet connection
- Verify the matter still exists and is active in Clio
- Ensure you have permission to upload documents to the matter
- Try re-authenticating your Clio connection
- Generate the PDF again and retry the upload
❌ "Session Expired" Warning
Problem: Clio access token expired after 30+ days of inactivity.
✅ Solution:
- Tap Re-authenticate when prompted
- You'll be redirected to Clio to re-authorize access
- No data is lost—your estimates remain intact
- Connection will be restored automatically
Still Having Issues? Contact our support team at support@lexopoly.com with:
- The error message you're seeing
- Your browser and OS version
- Your internet connection type
- Any recent changes to your Clio account
We typically respond within 24 hours (weekdays).
Disconnecting from Clio
From QuoteCreator
To disconnect your Clio integration from QuoteCreator:
- Open QuoteCreator Settings
- Go to Integrations → Clio Integration
- Click Disconnect from Clio
- Confirm the disconnection
This will delete all Clio access tokens from your browser. Your estimates remain intact, but you won't be able to upload to Clio until you reconnect.
From Clio (Revoke Access)
To permanently revoke QuoteCreator's access from the Clio side:
- Log in to Clio
- Go to Settings → Integrations → Connected Apps
- Find QuoteCreator in the list
- Click Revoke Access
- Confirm the revocation
This prevents QuoteCreator from accessing your Clio account, even if you use the app again in the future. You'll need to re-authorize if you want to reconnect later.
Privacy & Security
Your data security is our top priority:
- No password storage: We never see or store your Clio password
- Secure connection: Industry-standard authentication
- Encrypted tokens: Access tokens stored securely in your browser
- HTTPS only: All Clio API requests use secure encryption
- Local-first: Estimates stay in your browser until you explicitly upload
- No data sale: We never sell or share your business data
For complete details, see our Privacy Policy.
Next Steps