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.
How It Works
Create a Template
Upload a Fillable PDF, a customized Word, Excel, or PowerPoint, or build one within Formstack Documents.
Choose Delivery
Choose a third-party integration, email, and more to easily save and send documents anywhere.
Merge Form Data
Integrate with Formstack Documents and automatically send data from Formstack online form submissions to populate your documents.
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.
Why customers choose Formstack Documents
"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