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
- Add a new client to Clio
- Zapier automatically sends the client a RightSignature template to sign
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It's easy to connect Clio + RightSignature and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when a document is sent.
Sends a template from your account.
NOTE: The document sender email and name default to the email and name of the authenticated user.
Triggers when a document is not signed in the allowed time and expires.
Creates a new matter note.