Automatic workflow from clio

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Automatic Workflow From Clio.
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Discover the ‘Automatic Workflow 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 Automatic Workflow 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. Automatic Workflow From Clio – Negotiate in real-time and sign contracts faster.
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Automate workflows your way. No coding or APIs.

Set up efficient document workflows for any business case using an all-in-one, no-code solution.
Get started for free

Watch API airSlate contract construction and ‘Automatic Workflow From Clio’ feature in action

Automate your entire document workflows on one platform.
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Powerful automatic workflow from clio

Learn why airSlate automatic workflow from clio beat the competition
airSlate
Nintex
KissFlow
K2
Pega Systems
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
Unlimited workflows
no info
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code automation bots
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No-code integration bots
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No-code archive bots
Task assignment
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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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 ‘Automatic Workflow 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 automatic workflow 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 on automatic workflow 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 enhance automatic workflow 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’re going to collect information needed for automatic workflow 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

Automatic Workflow From Clio – Create, set up, and automate dynamic no-code document workflows.
Log creation on msft
Manage and automate linked workflows with the only no-code business automation program, airSlate. Try its progressive Bots to Export data Document Creation. Modify your working processes in a method t...
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Log creation on safari
Look at an revolutionary way to work. Complete Document Creation without coding. Generate and share professional documents, collect legally-valid e-signatures, and manage workflows successfully....
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Log creation on server
Setup and automate any business process and enhance your team’s efficiency with airSlate. Tune Document Generation with a no-code program. Set up, collaborate, and coordinate all your work in one pl...
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Log creation on tablet
Help the way your team works on documents of all types with airSlate. Get rid of monotonous actions and Fix Document Generation without the human factor. Add code-free automation to your working proce...
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Log creation on windows
Check out the airSlate thorough program to create easy to customize workflows in a expert manner. Synchronize Document Generation using the no-code Bots. Move teams’ work forward with a adaptable Wo...
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Log creation platform
Incorporate airSlate with your existing CRM or ERP system without APIs or coding. Automate manual tasks, modify dashboards, and connect teams to build a unified and integrated Workspace. Deploy progre...
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Log creation solution
Combine airSlate with your present CRM or ERP system without APIs or coding. Automate manual tasks, modify dashboards, and connect teams to build a unified and integrated Workspace. Set up modern Bots...
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Log creation vendor
Make your administrative processes more helpful, from acquisitions to payments. Get much better benefits via the capacity to Mesh Document Generation without a single line of code. Achieve more with a...
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Log creation market
create more successful and automated workflows for your team. airSlate’s method to data collaboration streamlines how data templates all over an organization. Complete Document Generation with no ne...
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Log creation api
Establish more effective and automated workflows for your team. airSlate’s approach to data collaboration streamlines how data templates all over an organization. Pool Document Generation without th...
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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 automatic workflow from clio?

Automation streamlines your workflow by reducing manual tasks and minimizing errors, leading to greater efficiency. With a tool like airSlate, you can manage documents seamlessly, ensuring that every step follows a pre-set path. This not only saves time but also promotes organization, allowing your team to focus on more strategic initiatives. By implementing document automation, you empower your business to operate smoothly and effectively, maximizing productivity across all levels.

What is the best solution to automate a automatic workflow from clio?

To automate a workflow from Clio, consider using the airSlate document automation platform. This solution simplifies processes by allowing you to create automated workflows that integrate seamlessly with Clio, saving you time and reducing errors. Additionally, airSlate offers user-friendly tools for managing documents and tasks, ensuring that your team can focus on what truly matters. By implementing airSlate, you’ll enhance efficiency and streamline operations within your organization.

How can you automate a automatic workflow from clio with airSlate?

You can automate your workflows from Clio using airSlate by integrating both platforms to streamline your processes. Start by creating a flow in airSlate that connects Clio’s data with your document templates. Then, set up triggers and actions to automate tasks, such as generating contracts or client notifications based on specific events in Clio. By doing this, you enhance efficiency, reduce manual work, and allow your team to focus on what truly matters in your organization.

What are the pros of an automated automatic workflow from clio?

An automated workflow from Clio brings several advantages that can significantly enhance your productivity. First, it streamlines tasks, so you spend less time on repetitive activities and more time serving your clients. Additionally, automation minimizes errors by standardizing processes, ensuring consistency across your operations. Finally, with tools like the airSlate document automation platform, your organization can further simplify complex workflows, making collaboration effortless and increasing overall efficiency.