Learn how to collect data, send it to Clio, then click a button to populate that data into fully-customizable document templates.
~ 20 minutes
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.
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