Xodo Sign + Clio Integration

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Create Your Own Xodo Sign & Clio Integration Without Any Code

Create Custom Workflow

Document is completed in Xodo Sign Instant
Document is sent in Xodo Sign Instant
Document is signed in Xodo Sign Instant
Document is created in Xodo Sign Instant
Document is cancelled in Xodo Sign 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

Create contact in Xodo Sign
Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Search task by name in Clio
Assign task template list to matter 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 Xodo Sign or Clio With 1200+ Other Apps

Xodo Sign is a digital signature tool. It lets you send and sign documents from any device. It also helps you manage and store these documents safely. Plus, you can quickly add contacts, making repeat signings easy.

See Xodo Sign 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