Send engagement letters, retainer agreements, and client documents for e-signature directly from Clio Manage. Signed documents file back to the Clio matter automatically.
Powerful features that save time and close deals faster.
Open any Clio matter and send the engagement letter, retainer agreement, or client authorization form for e-signature in a few clicks. Client name, email, matter name, and billing details pre-fill automatically from Clio.
Open any Clio matter and send the engagement letter, retainer agreement, or client authorization form for e-signature in a few clicks. Clien...
When the client signs, the completed PDF and audit trail automatically attach to the Clio matter's documents tab. Your file stays complete and current without manual uploading.
When the client signs, the completed PDF and audit trail automatically attach to the Clio matter's documents tab. Your file stays complete a...
Zignature e-signatures are ESIGN Act and UETA compliant — legally binding for engagement letters, retainer agreements, and client authorizations. Signed documents can also be shared via Clio's Client Portal.
Zignature e-signatures are ESIGN Act and UETA compliant — legally binding for engagement letters, retainer agreements, and client authorizat...
From simple agreements to complex multi-party workflows.
New matter opened in Clio → engagement letter sent for client signature automatically.
Retainer agreements sent from Clio, signed copy filed back to the matter.
Medical record release, settlement authority, and litigation consent sent and filed.
Fixed-fee billing agreements sent and archived in the Clio matter.
Trust account authorization forms sent for signature, filed in the matter on completion.
Multiple signatory agreements sent from Clio matters with signing order management.
No training required. Send your first document today.
Authorize Zignature with your Clio account via OAuth — 60 seconds.
Choose an engagement letter or retainer template from your Zignature library.
Select a template, add recipients, and send in under two minutes.
Completed PDF attaches to the matter documents automatically.
Free to start. No credit card. Works with your existing Clio account.
Everything you need to know about the Clio integration.