Clio Automation

Learn how to collect data, send it to Clio, then click a button to populate that data into fully-customizable document templates.

~ 20 minutes

Step 1

Automate Word doc and create Clio contact

Build a tool that helps the public create a Power of Attorney Word document. You could embed this app on your website. Each time someone uses the app, you will automatically create a new Contact in Clio.

Step 2

Pull data from Clio onto templates

Build a second app that pulls data from Clio and populates a Certificate of Limited Partnership PDF.

© Community.lawyer, PBC 2019

Community.lawyer does not provide legal services, legal representation, lawyer referral services, recommendations of lawyers, or legal advice of any kind. Because no attorney-client relationship is formed by the use of Community.lawyer, communications via the platform are not privileged. Your use of Community.lawyer is subject to our Terms of Service and Privacy Policy.