Sign with DocuSign

The Sign with DocuSign workflow for Clio allows you to send any file that is stored in Clio to DocuSign with a single click.

To use this integration you need a Clio Manage account  and a DocuSign account (free DocuSign accounts are supported).

Key Features

  • • Connect DocuSign to Clio Manage and a ‘Sign with DocuSign’ custom action will be made available in your documents.

  • • Click to send any document to DocuSign where you can prepare and request signatures.

  • • Sending a document to DocuSign creates an envelope in DocuSign with the document added to it, ready to be signed.