Annature + Clio Integration

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Create Your Own Annature & Clio Integration Without Any Code

Create Custom Workflow

Envelope is sent in Annature Instant
Envelope is voided in Annature Instant
Envelope is completed in Annature Instant
Recipient sent copy of envelope in Annature Instant
Envelope viewed by recipient in Annature Instant
Recipient declines to sign in Annature Instant
Delivery is failed in Annature Instant
Recepient has completed action in Annature Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Get envelope by ID in Annature
Create account in Annature
Create group in Annature
Cancel envelope in Annature
Resend account verification in Annature
Delete a group in Annature
Deactivate an account in Annature
Restore an account in Annature
Get group by ID in Annature
Get account by ID in Annature
Search account in Annature
Search group in Annature
Search envelop in Annature
Search task by name in Clio
Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create task in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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You Can Also Connect Annature or Clio With 1200+ Other Apps

Annature is a leading eSignature and client verification solutions provider in Australia. With regulatory compliance, streamlined workflows, rewards, and seamless integration with Xero, it simplifies documentation for businesses.

See Annature Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations