WebMerge
Clio

Populate Documents, Contracts and More From Clio
WebMerge automatically imports data from Clio and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes.

How it Works

1. Create template

Document Templates

Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.

2. Choose delivery

Document Templates

Choose a third-party integration, email, and more to easily save and send documents anywhere.

3. Merge the data

Document Templates

Integrate with WebMerge and automatically send data from Clio to populate your documents.

Automatically Generate Retainer Agreements from Clio
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

Show Me An Example

WebMerge has saved my 11-person company about 25 hours per week with the first two applications created. This has a direct impact on our bottom line, in addition to enhancing our customer service. Michael M

Automatically Create Documents from Clio Now Try WebMerge completely FREE. Connect Clio and WebMerge today.

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