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 Thomas Officer

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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.

Learn to build

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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Total cost

$0.00

Location
Federal / National
Areas of law
Demo Law practice resources