Clio + Docupilot
Create documents in Docupilot for new Clio activities
Stay on top of your legal matters with this efficient automation. When new activity occurs in Clio, this workflow will create a document in Docupilot to help you keep track of important information. Save time and stay organized by streamlining your document creation process.
Stay on top of your legal matters with this efficient automation. When new activity occurs in Clio, this workflow will create a document in Docupilot to help you keep track of important information. Save time and stay organized by streamlining your document creation process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document
Creates a new document from a specified template.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.