Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

What is the benefit of using Webmerge?

Objective:

  • Why use Webmerge over Document Automation?

Environment:

  • Webmerge
  • Clio Web App

Additional Information:

For more information on Webmerge please click here

Answer:

Webmerge and Clio's Document automation are very similar however Webmerge offers the ability to create documents in PDFs, emails, JPEG images, and Microsoft Office files. It also allows you to deliver the documents via email, e-signature, and postal mail.  Webmerge also has a template builder and allows you to upload your own fillable PDF form to be converted to a template.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality