Clio
When this happens...
WebMergeCreate Document Merge

Need a way to instantly generate contracts when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the document.

Note: you will need a WebMerge account with a document template to use this Zap.

How this Clio-WebMerge integration works

  1. A new matter is added to Clio
  2. Zapier finds an existing contact in Clio
  3. Zapier automatically creates a document in WebMerge

Apps involved

  • Clio
  • WebMerge

Why Zapier?

Free

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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 + WebMerge 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 Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Document

Triggers when a new document is created.

Create Document Merge

Send data to your Merge URL.

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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.

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

See WebMerge Integrations