How to Notarize documents in Clio through Secured Signing

Modernizing law, one signature at a time.

Unlock unparalleled efficiency for your firm by integrating Clio and Secured Signing. The powerful document management capabilities of Clio, combined with Secured Signing’s advanced eSignature and online notarization, streamline your operations and boost your business.

Choose the best way for you to learn: follow our step-by-step video guide or read the detailed written instructions below.

Step 1: To get started sending a document

To send a document for Remote Online Notarization through Secured Signing, select ‘Send for Signature’ from the ‘View’ dropdown.

send for signature in Clio

Step 2: Who Needs to Sign

In the Who Needs to Sign? page, click the ‘Remote Online Notarization (RON)’ button. 

The RON Set-up Wizard will guide you through entering the details for your RON session. 

Who needs to sign for Clio documents

Step 4: Invitees to sign the document. 

Add signatures for your invitees, and your notary stamp and signature.  

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

add your notary stamp and signature

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 sending the document, you and your invitee(s) will receive an invitation email to join the RON video signing meeting. 

Once both you and the invitee open the link to sign and join the meeting room, you can start the video signing meeting. 

you can start the video signing meeting.

Step 7: Enable signing for the invitee

Now you can enable signing for the invitee, prompting them to share their screen before filling and signing.  

The following is the invitee’s point of view as they fill and sign. 

prompting them to share their screen

Step 8; Stamp and sign the document. 

After the invitee has completed signing, you will be prompted to enable signing for yourself, sharing the screen with the invitee.  

Simply click to stamp and sign the document. 

When you’re ready, you can end the video signing meeting, and you and the invitee will receive signing completion emails. 

RON signing completed

Do you need anything else?