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.
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.
Automatically Populate Court Documents from Clio
Simplify your Clio document automation and easily generate intake forms, government forms, and agreements.
WebMerge is fantastic! Our business relies on WebMerge to create contracts and agreements for new customers without missing a beat. James P
