Adopt best from clio

Use airSlate’s enterprise-grade online signature to set up any multi-step conditional workflows. Sign and send documents for signing via any device; Adopt Best From Clio.
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Discover the ‘Adopt Best From Clio’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Adopt Best From Clio-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Adopt Best From Clio – Negotiate in real-time and sign contracts faster.
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Sign documents online your way ‒ no coding or APIs needed

Use airSlate’s enterprise-grade online signature to set up any multi-step conditional workflows.
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Watch API airSlate contract construction and ‘Adopt Best From Clio’ feature in action

Easily set up and deploy eSignature for your document workflows.
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Powerful adopt best from clio solution

Learn why airSlate’s adopt best from clio solution beats the competition.
airSlate
DocuSign
Adobe Sign
HelloSign
Dropbox Sign
Send documents for e-signature
Send documents via link
for extra cost
for extra cost
Adding fillable fields to PDF files
Template fields
Conditional fields
for extra cost
Formula field
for extra cost
Actionable fields
Field validation
Recipient attachments
for extra cost
In Editor comments
PDF editing
Available via Dropbox
PDF annotations
Available via Dropbox
Redlining documents
Bulk send
for extra cost
Reusable templates
Signing order
Custom workflow routing
End-to end multi-cloud workflow automation
In person signing
for extra cost
Embedded signing
for extra cost
for extra cost
for extra cost
Accept payments
for extra cost
Multi-cloud workflow automation
No-code automation bots
No-code integration bots
No-code archive bots
Pre-fill documents with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from documents to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code reminders and notifications
Expiration for process
Redirect to external link
File sharing with teammates
for extra cost
Advanced recipient authentication
for extra cost
for extra cost
Certificate of completion
Web form builder
Multi-cloud document generation
Built-in Contract Negotiation
for extra cost
Contract lifecycle management
for extra cost
Document authoring and collaboration
for extra cost
Workflow library
Custom branding
for extra cost
No-code workflow analytics setup
Custom reports
for extra cost
Security and compliance
HIPAA compliance
for extra cost
for extra cost
SSO
User management
for extra cost
Organization administration
for extra cost
Audit trail
Multiple workspaces
Mobile application
Recipient permissions
Role based document access
Role based Field access
User and access control
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Adopt Best From Clio’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
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Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
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Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
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Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
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Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
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Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
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Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
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Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
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Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

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Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

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Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
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soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you adopt best from clio

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours to adopt best from clio anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to adopt best from clio:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to adopt best from clio or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Adopt Best From Clio – Create, set up, and automate dynamic no-code document workflows.
Consent number 1 for team
Improve the way your team works on documents of all kinds with airSlate. Remove boring actions and Merge Contract Management without the human factor. Add code-free automation to your working processe...
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Consent number 1 for organization
Get access to progressive Automation Bots and information into modern business process automation. Tailor Contract Management without any kind of coding skills or IT professional. Stay up to date and ...
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Consent number 1 for NPO
Handle your business with safe, adaptable processes that scale according to your needs with an easy to deploy, no-code automation program. String Business Operations with airSlate. Get the most out of...
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Consent number 1 for non-profit organization
Make your administrative processes more effective, from buys to payments. Get much better benefits via the capability to Develop Business Operations without a single line of code. Get more tasks compl...
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Consent number 1 from adyen
Automate and personalize any process while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Control your processes in the smart way. Fuse Business Operations...
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Consent number 1 from alfresco
Create professional and error-free documents, make use of legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and assist them reach the next level. Tie in B...
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Consent number 1 from apptus
Help make your administrative processes more productive, from buys to payments. Get much better results via the capability to Fix Business Operations without a single line of code. Achieve more with a...
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Consent number 1 from autodesk
Enhance the way your team collaborates on documents of all categories with airSlate. Wipe out monotonous actions and Create Business Operations without the human factor. Add code-free automation to yo...
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Consent number 1 from box
With a quick to deploy, no-code platform, develop automated, adaptable, and ROI-oriented processes for a scalable and quality business. Pool Contract Management with airSlate. Arrange everything in on...
Learn more
Consent number 1 from braintree
Try out the airSlate thorough platform to set up easy to customize workflows in a professional manner. String Contract Management using the no-code Bots. Move teams’ work forward with a adaptable Wo...
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Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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We’ve got the answers to your questions

How does automation help in a adopt best from clio?

One way automation can help in adopting the best from Clio is by streamlining repetitive tasks and reducing manual errors. By automating processes such as case management, billing, and client communication, users can save time and focus on more critical aspects of their work. Additionally, automation can improve efficiency, accuracy, and overall productivity, ultimately leading to better outcomes for both legal professionals and their clients. With airSlate document automation platform, users can easily create and manage complex workflows, allowing them to maximize the benefits of Clio integration effortlessly.

What is the best solution to automate a adopt best from clio?

To automate and adopt the best practices from Clio effectively, the best solution is to implement airSlate's document automation platform. By utilizing airSlate, you can seamlessly integrate your workflows, streamline processes, and increase productivity within your organization. With airSlate's intuitive interface and comprehensive features, you can easily automate tasks, reduce manual errors, and improve overall efficiency in managing legal documents. Trusting in airSlate will not only optimize your document workflow but also empower your team to focus on higher-value tasks, ultimately driving success in your legal practice.

How can you automate a adopt best from clio with airSlate?

To automate adoption services with Clio using airSlate, you can start by integrating both platforms to streamline your workflow. By connecting Clio with airSlate, you can easily create automated document workflows that will help you manage your adoption processes more efficiently. With airSlate's intuitive interface and customizable features, you can design workflows that meet the specific needs of your organization and ensure compliance with legal requirements. By leveraging the power of automation with airSlate, you can save time, reduce errors, and improve overall productivity in your adoption services.

What are the pros of an automated adopt best from clio?

One of the benefits of utilizing an automated adopt best from Clio is the significant time savings it provides. By streamlining repetitive tasks, you can focus more on higher-value work, enhancing overall productivity. Additionally, automation helps reduce errors and ensures consistency in your document processes. With airSlate document automation platform, you can effortlessly automate workflows, allowing you to work more efficiently and effectively.