KCS - Can I Sync Merge Fields from Clio to Microsoft Word?

Objective:

  • Integration for Document Automation with Microsoft Word 

Environment:

  • Clio Web App
  • Microsoft Word

Additional Information:

For more information on Document Automation please click here

Answer:

No, there is no plug-in or Integration available. Merge Fields need to be copied from Clio and pasted into a Document Template.

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