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Send new Clio clients a RightSignature template for signature

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Send Template

Want a simple way to onboard new clients? Easily send new client agreements or other documents automatically using Zapier’s connection for RightSignature and Clio. Time is money, save both sending contracts, non disclosure agreements, and other documents for signature.

How this Clio-RightSignature integration works

  1. Add a new client to Clio
  2. Zapier automatically sends the client a RightSignature template to sign

Apps involved

  • Clio
  • RightSignature
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Connect Clio + RightSignature in Minutes

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

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.

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