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.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

clio logo
clio logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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