How to get documents signed in Clio using Secured Signing

Modernizing law, one signature at a time.

Boost your business efficiency with Clio and Secured Signing. By combining the robust document management of Clio with the advanced eSignature and online notarization of Secured Signing, your firm will achieve unparalleled efficiency.

Follow along with our step-by-step video guide or use the detailed written instructions below.

Step 1: To get started sending a document

After installing the app, go to your documents and select ‘Send for Signature’ from the ‘View’ dropdown. 

 

send for signature in Clio

Step 2: make sure your account is connected to Secured Signing correctly

 

Step 3: Who Needs to Sign

You will continue to the Who Needs to Sign? page, so click the ‘WeSign’ button to continue to prep your document for signing. 

Who needs to sign for Clio documents

Step 4: Invitees to sign the document. 

Add the invitees that you would like to sign the document. You can also add form fields for you invitees to fill before signing the document. 

Then, click ‘Next’ to continue to the Invitation Workflow. 

invitees that you would like to sign the document.

Step 5: Check before sending

Change any settings/features in this pop-up before clicking ‘Send’ to send the document for signing. 

check info before sending to signer

Step 6: After you send a document,

After you send a document, your invitee(s) will receive an invitation email, containing a link to sign. 

Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign. 

link to sign and enters their passcode,

Step 7: Document log has been attached to the document

When the signing process is completed for the document, you will see that the document log has been attached to the document as a comment. 

And your document has been updated to the signed document, which you can then download. 

document log has been attached to the document

Do you need anything else?