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Which E-Signature Integration Works Best with Clio?

Objective:

  • Find out which e-signature integrations does Clio Manage have
  • What 3rd party e-signature integration does Clio Manage support

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Clio Manage has incorporated HelloSign directly into the software, providing Boutqiue and Elite subscriptions with the ability to send eSignature requests right from Clio. For more information, see here
  • In addition, we have an integration with DocuSign to provide similar functionality, but we do not provide paid Docusign accounts. (Support resources here).
  • There are other integrations that have this feature as part of a broader suite of features, such as: 
  1. CaseMail (Support resources here) a postal and e-doc delivery and verification tool, with a signature component, or 
  2. FlexxLegal (Support resources here) a document management tool that also allows you to request signatures
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