Send Engagement Agreement from Clio

Creates a custom button in clio to e-mail a contact your customized, pre-filled engagement agreement to e-sign

By edwardallenlaw

This App creates a custom button in Clio that sends a contact an e-mail with a link to e-sign a customized copy of your engagement agreement that has the client's information filled into it using the contact's information in Clio.

In addition to the monthly subscription, there is a one-time setup fee of $250 to ensure proper linking between your Clio account, to adapt your engagement agreement template (if necessary), and to test that everything works as expected. The setup time is between 1 to 3 business days after we receive all required information and access that we will need to finalize the installation.

Get this app

Total cost

$30.00

/ month
Categories
Engagement Agreement E-Sign Clio
Location
Global / International
Areas of law
Business Law practice resources