WebMerge automates your document creation so you can focus on your practice and client needs. Automatically merge Clio data into a PDF, Word document, Excel spreadsheet, or PowerPoint presentation in an instant. Never copy and paste again!
With WebMerge and Clio you can:
• Customize and automate your document creation.
• Merge Clio data into a PDF, Word, Excel, or PowerPoint in minutes.
• Seamlessly integrate your document delivery in the cloud.
Want to know how it works? In a nutshell, you will set up a document (or template) in WebMerge, integrate with your Clio matters, and we’ll populate data into the document. With our various document types you can create professional looking documents that fit into your current case workflows. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word document, Excel spreadsheet, or PowerPoint presentation, we’ve got you covered. Never copy and paste information into a form, letter, or contract again! It's like mail merge, but better!