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RightSignature - Clio Integration: Powering the Paperless Law Practice

By: Daryl Bernstein / Thursday, June 7, 2012


Clio is an all-in-one software suite for managing law firms, specifically designed for small and solo practices. Clio offers its users cloud-connected task management, scheduling, calendars, and document collaboration with partners, staff, and clients – ensuring that the latest information is always accessible no matter which web browser or mobile device a user has available. Clio’s extensive feature list also includes document automation, a robust reporting feature, and straightforward time tracking, billing, and bill pay with professional looking invoices and trust accounting.

The RightSignature integration with Clio enables a paperless law practice. Attorneys can easily send any of these documents for legally-binding electronic signature, in compliance with the ESIGN Act and UETA:
  • Engagement letters
  • Retainer agreements
  • New client questionnaires
  • Affidavits
  • And many more

Integration Features

This integration syncs Clio contacts inside RightSignature, so you can choose from an auto-suggested Clio contact list when sending a document or Reusable Template from inside RightSignature. Also, you can access your Clio invoices and billing reports from within RightSignature, sending these documents out for signing with a single click.

How to Activate Integration

Simply go to your Account > Integrations page and follow the steps for Clio.

E-Signatures for Attorneys

With a marketing partnership with the American Bar Association and many attorneys and firms among our growing userbase, RightSignature is already a popular tool in the legal community. Clio’s full-featured online software suite is a perfect solution for any small firm or solo practice, and we're proud to extend the capabilities of Clio to include easy online document signing.

Jack Newton, CEO of Clio, adds:
We're pleased to integrate with RightSignature. Using Clio has helped many solo and small law firms establish paperless workflows, and RightSignature takes the paperless workflow a step further by allowing for legally binding digital signatures."

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