Clio + Dropbox Sign
Create Dropbox Sign signature requests from new Clio activities
Effortlessly streamline your legal document management with this workflow. When new activity occurs in Clio, a signature request from a selected template will be sent using Dropbox Sign. This automation saves valuable time and reduces manual tasks, allowing you to focus on growing your practice.
Effortlessly streamline your legal document management with this workflow. When new activity occurs in Clio, a signature request from a selected template will be sent using Dropbox Sign. This automation saves valuable time and reduces manual tasks, allowing you to focus on growing your practice.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Dropbox Sign
Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!
