Create signature requests in Signaturit for new Clio activities
Effortlessly manage your legal documents with this seamless workflow between Clio and Signaturit. When new activity occurs in your Clio account, it triggers a signature request from a template in Signaturit, streamlining your document signing process. Save time and eliminate manual tasks while maintaining accuracy and compliance in your legal practice.
Effortlessly manage your legal documents with this seamless workflow between Clio and Signaturit. When new activity occurs in your Clio account, it triggers a signature request from a template in Signaturit, streamlining your document signing process. Save time and eliminate manual tasks while maintaining accuracy and compliance in your legal practice.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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