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Clio Manage - Create PDF, Word, Excel Documents
Clio Manage connects with Documentero to help law firms turn their case data into ready-to-use documents. When new matters, contacts, or bills are added in Clio Manage, Documentero can generate contracts, invoices, or reports using custom templates. This integration makes it easier for legal teams to keep paperwork consistent and up to date without manual formatting.
Clio Manage
Documentero
Triggers
Watch Documents — Triggers when a new document is created.
Watch Notes — Triggers when a new note is created.
Watch Activities — Triggers when a contact is created, updated or deleted.
Watch Bills — Triggers when a bill is created, updated or deleted.
Watch Calendar Entries — Triggers when a bill is created, updated or deleted.
Watch Communications — Triggers when a communication is created, updated or deleted.
Watch Contacts — Triggers when a contact is created, updated or deleted.
Watch Matters — Triggers when a matter is created, updated or deleted.
Watch Tasks — Triggers when a task is created, updated or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Clio Manage using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Clio Manage using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate legal agreements from Clio Manage matters in Documentero
Create PDF invoices from Clio Manage billing records with Documentero templates
Export Clio Manage contact details into formatted client intake forms
Build Excel case reports from Clio Manage activities using Documentero
Generate meeting agendas from Clio Manage calendar entries with Documentero
Create PDF communication summaries from Clio Manage messages
Automatically prepare task lists from Clio Manage tasks in Word format
Export Clio Manage notes into structured PDF case briefs
Generate compliance reports from Clio Manage billing and matter data
Create formatted letters to clients using Clio Manage contact information in Documentero
How you can use Clio Manage + Documentero
Generate Client Contracts
Automatically create client contracts in Word or PDF format whenever a new matter is opened in Clio Manage.
Prepare Invoices
Use billing data from Clio Manage to generate professional invoices in PDF or Excel through Documentero.
Create Case Summaries
Turn notes and activities from Clio Manage into structured case summary documents for internal review.
Automate Court Filings
Generate court filing templates in .docx format when new tasks or deadlines are added in Clio Manage.
Produce Communication Logs
Convert communication records from Clio Manage into formatted PDF logs for client updates or compliance.
Setup Guides
Zapier Tutorial: Integrate Clio Manage with Documentero
- Create a new Zap in Zapier.
- Add Clio Manage to the zap and choose one of the triggers (Watch Documents, Watch Notes, Watch Activities). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Clio Manage trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Clio Manage with Documentero
- Create a new scenario in Make.
- Add Clio Manage to the scenario and choose one of the triggers (Watch Documents, Watch Notes, Watch Activities). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Clio Manage trigger.
- Run or schedule your scenario and verify the output.
