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.
I depend on WebMerge every day to quickly create letters to vendors, generate invoices, or any other documents needed by the executive team. Katrina W