When this happens...
ClioNew Contact
Then do this...
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 Activity

Triggers when a new activity is created.

Create Person

Creates a new person.

New Calendar Entry

Triggers when a new calendar entry is created.

Create Contact Note

Creates a new contact note

New Task

Triggers when a new task has been created.

Create Company

Creates a new company.

New Communication

Triggers when a new communication is created.

Create Matter Note

Creates a new matter note

New Bill

Triggers when a new bill is created.

Create Communication

Creates a new communication.

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Become a Zapier Integration Partner

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.

RightSignature provides a service for easy online document signing.