Clio Integration

Instantly generate legal documents with data from Clio.
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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.
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Generate Documents

Automatically generate documents using information from records in Clio.

Automate Workflows

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

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.


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