Template: Self-help app + lead generator for Clio

Self-help power of attorney app that allows end-user to hire you to review their document.

By NetDocuments

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This template demonstrates how you can build Afterpattern apps that integrate with Clio that collect data, auto-populate document templates, and automatically create Contacts, Matters, and Documents in Clio.

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Read our help guide for how to set up your integration and build apps that send data to Clio.

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How it works

  • Collects data from end-user
  • Populates a Power of Attorney Word template based on user data
  • Asks end-user if they want to hire you to review their Power of Attorney
  • If end-user says "yes", collects payment and creates Clio Contact + Matter with Power of Attorney attached

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Federal / National
Areas of law
Demo Law practice resources