Clio Document Automation
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
1. Create template.
2. Choose delivery.
Choose a third-party integration, email, and more to easily save and send documents anywhere.
3. Merge the data.
Integrate with WebMerge and automatically send data from Clio to populate your documents.
WebMerge is fantastic! Our business relies on WebMerge to create contracts and agreements for new customers without missing a beat. James P