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Create WebMerge documents from new Clio matters

  1. When this happensStep 1: New Matter

  2. Then do thisStep 2: Create Document Merge

At your law firm, any amount of time you save by not doing tedious tasks si more time you can spend on more worthy billable hours. Cutting down on moving data from one app to another can save you hours and hours of time which you can put towards other things. By connecting Clio to WebMerge, you can automatically create new documents from any Clio matter.

How It Works

  1. A new matter is created in Clio
  2. Zapier automatically creates a document in WebMerge

What You Need

  • Clio account
  • WebMerge account

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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