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Products /Integrations /

Clio

Clio Integration

Instantly generate legal documents with data from Clio.

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

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Eliminate messy paperwork

Make quick use of valuable client information by seamlessly placing it into documents. Document generation and delivery are automated based on the custom actions you choose.

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Generate Documents

Automatically generate documents using information from records in Clio.

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Automate Workflows

Eliminate time-consuming, manual data entry from your workflows.

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Deliver Anywhere

Instantly share files with clients or your team via streamlined document delivery.

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Read this help article to learn how to set up the Clio integration in just minutes.

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

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