Advanced Document Features

Question 1

E-Signature

Answer 1

Firms on our Boutique, Elite subscriptions can take advantage of the built-in-e-signature feature with HelloSign. Without having to purchase a third party e-Signature product, law firms will be able to send their clients documents to be signed electronically. This will significantly speed up the signing process and help reduce costs. Law firms will no longer have to rely on third-party applications, couriers, mail delivery, or the availability of clients to come to the office or remember to send documents back to you. Once signed, a copy of the document will be stored in Clio Manage and associated with the matter and client as appropriate

Question 2

Full Text Search

Answer 2

Accounts on our Elite subscription and those with EMEA accounts will be able to search the text content of documents uploaded to the Clio Document storage system. This allows firm users to search through document contents as opposed to just titles and authors