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Create Webmerge contracts for new clients in Clio

  1. When this happensStep 1: New Matter

  2. Then do thisStep 2: Find Person Contact

  3. Then do thisStep 3: Create Document Merge

Need a way to instantly generate contracts when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the document.

Note: you will need a WebMerge account with a document template to use this Zap.

How this Clio-WebMerge integration works

  1. A new matter is added to Clio
  2. Zapier finds an existing contact in Clio
  3. Zapier automatically creates a document in WebMerge

Apps involved

  • Clio
  • WebMerge

Connect Clio + Formstack Documents in Minutes

It's easy to connect Clio + Formstack Documents and requires absolutely zero coding experience—the only limit is your own imagination.

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