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Can I Send Automated Reminders for E-Signatures in Clio Manage?

Question:

  • Can Clio have email reminders for e-signatures?
  • How do I send reminders to clients for signatures?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this feature request, please don't hesitate to let us know via email at support@clio.com

 

Answer:

You are not able to send automated email reminders for e-signatures within Clio at this time.

Note: HelloSign sends an automatic reminder to anyone who hasn't signed after 3 days, and another reminder after 7 days. You can disable auto-reminders on your HelloSign settings page in the Notifications section.

Creating a HelloSign account can be done by using your Clio login email and then following HelloSign’s “forgot password” instructions.

 

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