Clio + Docusign
Create DocuSign signature requests for new Clio activities
Streamline your legal document management with this efficient workflow that connects Clio and DocuSign. When new activity occurs in Clio, a corresponding signature request is automatically created in DocuSign, simplifying the approval process and ensuring all parties stay on top of their document responsibilities. Save time and maintain organization by integrating this seamless automation into your document management tasks.
Streamline your legal document management with this efficient workflow that connects Clio and DocuSign. When new activity occurs in Clio, a corresponding signature request is automatically created in DocuSign, simplifying the approval process and ensuring all parties stay on top of their document responsibilities. Save time and maintain organization by integrating this seamless automation into your document management tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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