Clio + SignerX.com
Create signature requests in SignerX for new Clio activities
When a new activity occurs in Clio, a corresponding signature request is automatically created in SignerX, simplifying the approval process and ensuring all parties stay on top of their document responsibilities. This Zap saves you time and maintains organization with no added clicks or keystrokes.
When a new activity occurs in Clio, a corresponding signature request is automatically created in SignerX, simplifying the approval process and ensuring all parties stay on top of their document responsibilities. This Zap saves you time and maintains organization with no added clicks or keystrokes.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
- Free forever for core features
- 14 day trial for premium features & apps
About Clio
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.
Related categories
About SignerX.com
SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!