Send files stored in Clio to DocuSign with a single click.

 

Reduce time spent preparing documents for signing and work seamlessly between DocuSign and Clio by sending files to DocuSign with a single click.

Once a Clio user has enabled the Sign with DocuSign app by logging into their DocuSign account, a Custom Action will be added to all of the files stored in Clio. When the Custom Action is clicked, the document will be opened in DocuSign, where it can be prepared and shared for signing. 

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Learn more information about setting up Sign with DocuSign for Clio.

Learn more about the features in Clio’s legal document management software.

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Contact Clio Support

About the partner 

Founded in 2008, Clio empowers law firms to be client-centered and firm-focused. Offering software for practice management, CRM and client intake, Clio's product suite is trusted by 150,000 legal professionals and approved by over 65 bar associations and law societies, globally. We have been recognized as one of Canada’s Best Managed Companies, and a Deloitte Fast 50 and Fast 500 company.

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