Clio
When this happens...
ClioNew Matter
Then do this...
WebMergeCreate Document Merge

At your law firm, any amount of time you save by not doing tedious tasks si more time you can spend on more worthy billable hours. Cutting down on moving data from one app to another can save you hours and hours of time which you can put towards other things. By connecting Clio to WebMerge, you can automatically create new documents from any Clio matter.

How It Works

  1. A new matter is created in Clio
  2. Zapier automatically creates a document in WebMerge

What You Need

  • Clio account
  • WebMerge account

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ 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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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