Clio

Amplify Your Firm's Signing Process with Secured Signing Integration in Clio

Sign Legal Documents Without Leaving Clio

Imagine a world where signing crucial legal documents doesn’t require juggling multiple platforms. With the Secured Signing integration, you can now streamline your firm’s workflow by leveraging advanced eSignature technology directly within your Clio practice management system.

Forget about logging into separate systems or painstakingly transferring information. The signer’s name, email, and crucial matter number are automatically populated, accelerating the document preparation process and saving your firm invaluable time. Everything your legal team needs is at their fingertips.

Secured Signing offers a comprehensive all-in-one eSignatures and Online Notarization solution that seamlessly integrates with Clio practice management system, specifically designed to meet the rigorous demands of legal firms.

Clio integrates with Secured Signing

With this integration, your law firm can:

Send Signature Requests Directly from Your Clio Dashboard:
Eliminate the need to switch platforms, keeping your legal team focused within their primary practice management system.

Control, Monitor, and View Signing Status in Real-Time:
Gain immediate visibility into the progress of every document, ensuring critical deadlines are met and client expectations are managed effectively.

Access Signer Information Effortlessly:
Retrieve signers’ names, emails, and associated Matter numbers directly at the document preparation stage, enhancing accuracy and reducing administrative overhead.

 

Automatic Save-Back of Signed Documents:
Ensure that all signed legal documents are automatically saved back into your Clio dashboard, maintaining a complete and organized record without manual intervention.

Maintain Complete Control Over Document Security and Compliance:
Rest assured that your sensitive legal documents remain secure and compliant with industry standards, protecting your firm and your clients.

Clio integrates with Secured Signing benefits

Amplifying your Firms Productivity with Secured Signing Digital Signature
& Online Notarization Solutions

document process

Effortless Legal Document Processing

Clients, opposing counsel, or witnesses - can seamlessly sign from any device without the need to create an account or download software. This guarantees a smooth and professional experience for both signers and your firm's administrators, enhancing client satisfaction and expediting case progression

document security

Security & Compliance for Legal Transactions

Secured Signing harnesses state-of-the-art X.509 digital signature technology to safeguard your firm's sensitive documents. Every signature complies with global legal standards, including ESIGN and UETA, ensuring the utmost security and legal validity for all your critical business transactions.

Save Document

Automated Workflow Integration for Your Legal Practice

Upon collecting all necessary signatures, the signed documents are automatically saved back to your Clio's Dashboard. You have the flexibility to either replace the original version or store it in a new location, maintaining complete control over your firm's document workflow and ensuring a fully auditable trail.

Configure Our Legal Practice Management Software to Meet Your Law Firm's Needs

Enhance the way your firm works, save invaluable time on routine case management tasks, and empower your legal professionals to focus on the high-value work that truly counts for your practice and your clients.

Get in touch with our sales team today.