Clio

Document generation in the legal world is a must-have.  By auto-populating letters, contracts, and other types of legal documents, attorneys and paralegals can save countless hours.  Another way lawyers can save time (and their sanity) is by using a practice management system like Clio

With Clio, law firms can easily manage their clients, matters, and billing.  Add WebMerge into the mix and you can automatically populate any type of legal document right from your Clio account.

In this example we’re going to show you how to generate a Letter of Engagement when a new Matter is added to Clio.  We’ll even show you how you can automatically print and mail (via USPS) that letter with a service called Lob.

To get started, we’re going to setup our letter template.  We’re going to use a Word document as our template file.  Inside our template we’re going to add merge field tags like {$FirstName}, {$LastName}, {$Address}, etc.  This indicates where in your document you want to populate the data from Clio.
 


Once you have your document all setup, we need to upload it to WebMerge.  Under the Documents page, click New Document, give it a name, and click Next.  On the next screen choose Office Document, then pick the file to upload from your computer.
 


After uploading the document, we’re going to update a few settings for our document.  We need to make sure we send a PDF to Lob, so go ahead and pick PDF for the “output”.  Then we’re also going go name or document so the client’s name is in the file name.  This will make it easy to track in Lob.
 


Next, let’s go to the Deliver tab.  This is where we are going to setup our integration with Lob so that our letter is automatically mailed to our client.  Go ahead and click New Delivery then pick Lob. 

For the Lob settings, you’re going to need to pick the merge fields for the name and the address of your client.  You need to use separate merge fields for each part of the address (street, city, state, etc).  Then for your address, you can pick <<other>> then type in the actual address.  You don’t need to use merge fields for those.
 


Now that we have our delivery saved, we’re ready to set up the integration to Clio.  

We will return to the "Merge" tab to set up the integration to Clio.

Clio_MergeTab.png

We will scroll down to the bottom of the page on the "Merge" tab to the section that says "More Integrations." We will select "Add" next to the Clio integration: 

More_Integrations.png

After we select "Add" next to the Clio integration, a window will pop up to verify your Clio account. Also, select "Allow Access" to allow WebMerge to connect to your Clio account. 

Clio_PopUp.png

Next, the Integrate with Clio box will pop up. We will select the Clio account we want to use for the integration. Under "Object", there is a drop-down menu. We will select either "Contacts" or "Matters". 

Clio_SelectsObject.png

After we select our "Object", we will select when to Trigger the Merge. We can select "Created", "Updated", and/ or "Deleted." 

Clio_TriggerMergeWhen.png

After we make our selections, our Field Map will pop up. We will then map the fields in our template to our fields inside of Clio. Under More Options, we can choose to add an optional filter or choose to update a field after a document is generated. Finally, we will select "Save Integration." 

Clio_FieldMap_MoreOptions.png That’s it!  You can now automatically send letters from Clio when you add a new matter.  What other ways can you use Clio and WebMerge to simplify your paperwork process?
 

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