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Streamline Your Document Generation With Clio

Formstack Documents automatically imports data from Clio and generates dynamic PDF, Word documents, PowerPoint presentations, and more in minutes. Save time and money with Formstack Documents and Clio document automation.

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How It Works

Create a Template

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

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Choose Delivery

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

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Merge Form Data

Integrate with Formstack Documents and automatically send data from Formstack online form submissions to populate your documents.

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Automatically Generate Retainer Agreements from Clio

Learn how Formstack Documents streamlines the entire documentation process for businesses, leading to hyper-productivity and gained peace of mind.

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Why customers choose Formstack Documents

Accelerate Document Workflows
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"I depend on Formstack Documents every day to quickly create letters to vendors, generate invoices, or any other documents needed by the executive team."

Katrina W

Automatically Create Documents
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Try Formstack Documents completely FREE. Connect Clio and Formstack Documents today.

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