Collect form responses, find client and matter info, and generate legal documents
Collect form responses, find client and matter info, and generate legal documents
Collect form responses with Google Forms, retrieve client and matter details from Clio, and generate legal documents using Formstack Documents. This process accelerates document creation and improves client engagement.
Workflow preview:
Zap details:
Overview
Collect form responses with Google Forms, retrieve client and matter details from Clio, and generate legal documents using Formstack Documents. This process accelerates document creation and improves client engagement.