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Can You Send Documents for E-Signatures to Non-Contacts on Clio Manage?

Question:

  • Can You Send E-Signatures without creating a Contact?
  • Can You Send Documents for E-Signatures to Non-Contacts on Clio Manage?
  • Can You Send Documents for E-Signatures to a Witness on Clio Manage?
  • Can You Send Documents for E-Signatures to Opposing Party on Clio Manage?
  • Can You Send Documents for E-Signatures to a Third Party on Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Create a Contact, click here
  • To Learn How to add a Related Contact to a Matter, click here
  • To Learn About More E-Signatures on Clio Manage, click here

Answer:

No, not at this time. You must create a Contact on Clio Manage to send a document for an e-signature. 

If you would like this added a Feature Request, please reach out to us via Live Chat, call us at 1-888-858-2546 ext. 2, or send us a email at support@clio.com

 

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