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October 16, 2015

Automatically Generate Retainer Agreements from Clio

Paperwork is one of the most daunting tasks in the legal world.  Countless hours are wasted every day searching for templates, finding and replacing information within the template, and fixing human error.  There’s a better way… with WebMerge!

With WebMerge, you can setup all of your templates in a single system online and integrate with your favorite legal management software, such as Clio.  Easily populate all of your documents with data directly from Clio.

In this example, we’re going to show you how to generate retainer agreements when you add a new matter to Clio and then get it signed using DocuSign.

To get started, we’re going to setup our retainer agreement template using a Word document.  Inside the Word document we’re going to have all of our agreement information, then we’re going to add our merge fields. These merge fields look like {$ClientName}, {$MatterName}, etc. 

Here’s what our template looks like:
 


Since we’re going to be getting this document signed via DocuSign, we need to add a special tag in the document so that the signature is placed in the right spot in the document.  This is just a simple text tag: \s1\
 


After you have finished your template, it’s time to upload it to WebMerge!  From the Documents page in WebMerge, click the New Document button then enter a name.  On the next step, pick the Office Document type and then upload the file from your computer.
 


On the next step, you’re going to be taken to the Settings tab where you can edit options like the document name and the type of file that is generated.  For this example, we’re going to produce a PDF and we’re going to add the name of our client to the file.
 


Next, we’re going to setup our integration with DocuSign so that our agreements are automatically sent over for signing.  Go ahead and jump over to the Deliver tab and click the New Delivery button.  Select DocuSign from the list and then after you authenticate your account, you’ll see the settings.

You’ll have to define the name and email address of the signer.  DocuSign will automatically email the signer when the document is merged.
 


When you finish the DocuSign setup, we’re ready to setup the integration with Clio so that when we add a new matter the data is sent directly to WebMerge.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, go ahead and create a new Zap.  For the Trigger, pick Clio as the app and then pick New Matter as the trigger.
 


Zapier will have you authenticate your Clio account on the next step and then create a test matter.  Follow those steps and finish up the trigger setup.

Next, you’re going to setup the Action to send the data to WebMerge.  Pick WebMerge as the app and then pick Create Document Merge as the action.
 


After you authenticate your WebMerge account, you’ll be asked to pick the WebMerge document that you want to merge.  Go ahead and pick the agreement that you just setup and Zapier will load a list of the merge fields that are in your document.

For each of the merge fields, you’ll need to pick the corresponding field from Clio.  This tells Zapier how to send data over to WebMerge so that the information is placed in the correct spot in your agreement.
 


Once you finish mapping all of the fields, your last step is to run a quick test.  Follow the instructions and finish the Zap when you’re done testing.  Lastly, turn on the Zap and you’re ready to go!  Now every time you add a new Matter to Clio, that information will be sent over to WebMerge and your agreement will be sent to DocuSign.

Here’s what our agreement looks like ready for signing:
 


You’re done!  Now you can automatically generate all types of legal documents from your Clio account.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?
 
 

6 min read

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