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Populate WebMerge document templates with info from new Clio matters

  1. When this happensStep 1: New Matter

  2. Then do thisStep 2: Create Document Merge

Need a way to instantly generate court documents 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 court 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 automatically creates a document in WebMerge

Apps involved

  • Clio
  • WebMerge

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