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Clio integration

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When the Clio connection is authorized, SignumEra can associate a signing ceremony with a Clio Manage matter.

Matter-oriented flow

Section titled “Matter-oriented flow”
  1. Find or select the correct matter.
  2. Choose the source PDF or generate a matter-associated document from an available template.
  3. Prepare the signing ceremony in SignumEra.
  4. Complete signing and authorization.
  5. Verify that the completed document and its evidence package were written to the correct matter.

The exact controls and permissions depend on your Clio account and the installed integration version.