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
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within WebMerge.
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.
Populate Client Intake Forms and Save in Clio
Find out how WebMerge streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.
With the help of WebMerge, we have cut document prep time to minutes instead of hours and that has had a major impact on our business. Jessica C