Streamline Your Document Generation With Clio
WebMerge automatically imports data from Clio and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes. Save time and money with WebMerge and Clio document automation.
How it Works
Create a Template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
Choose Delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
Merge Form Data
Integrate with WebMerge and automatically send data from Formstack online form submissions to populate your documents.
Populate Contracts for New Clients in Clio
Learn how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
Why customers choose WebMerge
"We've integrated with the WebMerge API to allow our customers to easily generate contracts from information calculated by our proposal software."
Oliver M