Clio
When this happens...
RightSignatureSend 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Document Sent

Triggers when a document is sent.

Send Template

Sends a template from your account.

NOTE: The document sender email and name default to the email and name of the authenticated user.

New Document Expired

Triggers when a document is not signed in the allowed time and expires.

Create Matter Note

Creates a new matter note.

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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.

Learn More

RightSignature provides a service for easy online document signing.

See RightSignature Integrations