The Clio Cloud Conference is happening October 26-29. Save your spot.

e-Signatures in Clio Manage

e-Signatures in Clio Manage is available to subscribers of our Boutique (up to 10 signature requests per user per month, pooled across the account) and Elite (unlimited in Elite) plans. Customers in EMEA can find details on their e-Signature eligibility here.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (option #2) for North America or +44-800-433-2546 for EMEA.

 

Contents

How to prepare a Document
How to send out an e-Signature request
Signee workflow
What happens when a Document is signed
FAQ

How to prepare a Document

  1. Go to Documents
  2. Locate the Document you would like to send (PDF)
  3. Under the Actions column, click on the arrow and select e-Sign
  4. Select which Contacts are to be signers
  5. Click Prepare for signing

How to send out an e-Signature request

  1. In HelloSign, add signature field
  2. Click Continue
  3. Optional: add a message
  4. Click Request signature

Signee workflow

  1. Open email with subject: Please sign this Document
  2. Click on the link
  3. Click Click to sign button
  4. Use the mouse or touchpad to create a signature
  5. Click Continue

What happens when a Document is signed

When a client signs the Document, a confirmation email will be sent. You will also get an in-app notification if you have enabled in-app notifications for e-Signatures (learn more about in-app notifications here).

In your Documents folder, you will see a duplicate Document created with "-signed" at the end of the file name indicating which is the signed Document.

NOTE WITH MULTIPLE SIGNERS: If there are multiple signers to the Document, you may receive an email from HelloSign stating, 'Success! Your Document has been signed' which will have a blue 'View Signed Document' button.

If one doesn't have a HelloSign account, you will need to wait for the Clio generated email once everyone has finished signing to access the signed Document from within the Matter.

FAQ

How much does it cost?

The e-Signature feature is included in Clio Manage Boutique and Elite plans.

For customers in North America:

Customers on Boutique can send up to 10 documents for signing per user per month (this can include as many signatures as they need per Document). The month is based on the calendar and UTC time zone. The 10 e-Signature requests per user is pooled across the firm. This means that accounts with two users share 20 e-Signature requests per month, accounts with three users share 30 e-Signature requests per month, and so on.

Customers on Elite can send an unlimited, reasonable amount of documents.

NOTE: Based on the agreed integration with HelloSign, the free e-signatures are only accessible through Clio Manage. This means the Document would need to be uploaded to Clio Manage first. If logging into HelloSign directly, you may encounter limitations on the number of documents you can e-sign a month. 

Do I need a HelloSign account to use this feature?

No, a separate HelloSign account is not required to use this feature in Clio Manage.  

If you would like to see what documents are awaiting signature, you can, however, create a HelloSign account. This can be done using your Clio login email when following HelloSign’s “forgot password” instructions. Once you create an account, on the left hand side there is a “Documents” section where all documents that are awaiting signature or have been completed will be listed. 

If you already had a HelloSign account prior to using e-Signatures in Clio Manage, as long as your HelloSign login email matches your Clio login email then documents sent from Clio will automatically save to your HelloSign account. 

Note that in order for documents to be automatically saved back to Clio, the e-Signature flow needs to be initiated from Clio and not HelloSign.

If I start preparing a Document and then stop, does it count towards the 10 free?

No, your monthly allowance is only used when a document has been successfully sent.

What file types are supported?

Only .PDF files are supported. 

Where's the e-sign option within Dropbox/OneDrive/Google Drive?

The e-sign option is available within Clio Documents. If you're using a third-party document storage provider you will need to move the document into Clio to enable the ability for e-signature.

Can my clients e-Sign Documents from Clio Connect?

No, to have a client e-Sign a document, you need to send it to their email through the e-Sign workflow in Clio Manage.

Can I undo/remove e-signature?

We don’t have the ability to have the signature removed after it has been signed. If you want to get the unsigned document, it should still exist in Clio Manage — the difference is that the signed version would have a -Signed.pdf appended to the filename.

To clarify: If you click “Prepare for Signature” that opens a new tab wherein you can put in where you want the client to sign. If you close that tab or if you didn't add signatures to the document, then technically, that e-signature doesn’t exist yet. However, once you have added the signatures and the emails get sent to the clients for signature, that can’t be undone.

If there are multiple signers on a Document, does that count as multiple signature requests?

Sending one request = One document signature, regardless of the number of signers.

Why is the e-signature document not being sent to the designated recipient(s)?

When preparing the document for e-signature, make certain that at least 1 "signature Field" is assigned to the intended recipient (even if the recipient is you under the "Me(now)" option). More information can be found here.

 

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