Clio Engagement Letters & E-Signature
Powerful Document Automation & Signing for Clio
Clio engagement letters, created and signed when a matter opens
Works through Zapier or Make. DocsAutomator has no native Clio connection; this page shows only the routes that run today.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Contracts and agreements, created and signed with DocsAutomator
Some examples of our customers and the documents they automate and sign daily
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
SignedAgreements go out from your records and come back signed.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Delivery notes · Inspection reports · Purchase orders
SignedNew hires, clients and students sign their paperwork before day one.
Employment contracts · Offer letters · Enrollment forms · Letters of authority
Strong reasons for choosing DocsAutomator to automate & sign your Clio documents
All you need to effortlessly automate and sign your documents
The engagement letter for every new matter
This page covers that one job. The new matter starts the letter, the matter and contact fields fill your firm's own Word template, the client signs on any device, and the signed PDF is uploaded to the documents of the matter.
The letter stays a Word file. The partner who owns the wording edits it in Word, and the merge fields are plain placeholders in double curly brackets.
Describe it, the AI agent builds it
Tell it what you need. It drafts the template, connects your data, sets up signing and runs a test. No setup screens.
Bring your own AI agent
Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.
Your own Google Docs, Word or PDF templates
Keep writing your documents where you write them. DocsAutomator fills the placeholders.
Line items and nested tables
Invoices, quotes and any itemized list, straight from your data.
Conditional content
Sections, styling and images that show or hide based on the data.
Preview mode
Unlimited previews until you're happy – no wasted credits on testing.
E-signatures, sent automatically
Legally binding, with a full audit trail. Nobody chases anyone.
One-click acceptance for quotes
Your client accepts with one click. Recorded, no signature ceremony.
Signed or accepted copies delivered and filed automatically
Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.
Start automating & signing in minutes!
Set up in minutes, save weeks of work
Three steps from your matter to a signed document
Create a Google Docs or Word template
Map Data & Preview
Connect Clio
Step by Step Implementation Guide
Start automating & signing in minutes!
One matter, one template, one signed engagement letter
The engagement letter below was created by DocsAutomator from the example matter and signed on a test page. All names and amounts are fictional.
1. The matter in Clio
- Open
- Pending
- Closed
- Client
- Daniel Okafor
- Practice area
- Real Estate
- Responsible attorney
- Amelia Hartwell
- Open date
- 09/30/2026
- Hourly rate (custom field)
- $320.00
- Retainer (custom field)
- $2,500.00
2. Your template
3. The signed document
Two ways to connect Clio Manage today
Works through Zapier or Make
Zapier
The new matter starts the engagement letter without a click.
- In DocsAutomator, create an automation with your engagement letter and turn on signing. Set the signer's email to a placeholder such as {{client_email}}.
- In Zapier, use the Clio trigger "New Matter". Use "Matter Status Updated" if you create matters as Pending and open them later.
- Add a filter, for example on the practice area, so that only the matters that need this letter continue.
- Add the DocsAutomator action "Create Document" and map the matter and contact fields to the placeholders.
Without the filter, the Zap has two steps and runs on a free Zapier account; a filter step needs a paid Zapier plan. The Clio triggers check Clio at intervals, so the letter starts some minutes after the matter is created. Zapier connects to Clio Manage, not to Clio Grow.
Make
The same flow as a Make scenario.
- Start the scenario with the Clio Manage module "Watch Matters".
- Let only new matters with the status Open continue.
- Add the DocsAutomator module that creates the document and map the fields.
- For the way back, use "Upload Document" on the matter and "Create a Note" for the signing date.
The Make connection needs a registered Clio developer application with a client ID and a client secret.
The signed letter in the matter's documents
When the client has signed, DocsAutomator seals the PDF, adds a certificate page with the audit trail, and sends a completion email with a link to the PDF.
DocsAutomator also sends a notification with the link to the signed PDF to a web address you choose. To know which matter a finished document belongs to, put the matter ID into the document name (for example Engagement Letter {{matter_id}}); the completion webhook returns that name. A second Zap receives it and uses the Clio action "Upload Document to Matter". "Create Matter Note" can record the date of the signature.
Within a single Zap or scenario you need no webhook for the generated PDF: the DocsAutomator step returns its link, so the next step can update the matter from the trigger step.
Receiving that notification in Zapier needs a paid Zapier plan.
What to know before you start
Clio has no official connector for Claude or ChatGPT, so there is no AI assistant route for Clio today. Zapier and Make are the routes.
"New Matter" fires for every new matter in the firm and at the moment the matter is created. Enter the fee terms when you create the matter, or trigger on the status change instead.
Clio Manage has its own document templates and e-signatures, with a monthly number of signatures on the lower plans. DocsAutomator has no monthly number: each letter costs the same.
What it costs
Questions about Clio and DocsAutomator
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Customer Voices
Don't take our word for it. Here's what our customers say about us:
I've been using DocsAutomator in my workflow for quite some time now, and I must say it has truly been a game-changer. This remarkable program effortlessly streamlines the process of generating various documents [...]
Emma Sutton
DocsAutomator is a life saver for my business. I have been using automations for years with Zapier but recently I discovered DocsAutomator and it totally changed the way we work, reducing the admin time we spend on document creation and modification.
Julie Tchao
We love the ease of being able to use a template from google docs. Other softwares' we reviewed were much more complicated. [...] We also love how easily it connects to Airtable.
Haiyan Khan
This is the best value for money app for creating template. Easy to use, easy to set up, and we like to support small businesses. Keep going!
Aris Zagklis
We're a leading Glide Agency who use DocsAutomator to provide our clients with stunning PDFs straight from their data. The platform is fast, solid and intuitive to use. And the support from Rupert is second to none. Highly recommended.
Mark Brooks
Co-Founder, V88
I was looking for a convenient solution to generate Google docs based on Airtable data, which supported features like Line Items and Dynamic Folder Creation. I was thrilled to find DocsAutomator, the experience and support has been excellent.
Doug H.
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