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.

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