Now Playing: Multi-user workflows (using Clio and Zapier)

Using Documate as a Trigger in Zapier
3:57
Using Documate as a Trigger in Zapier
Using Documate as an Action in Zapier
8:21
Using Documate as an Action in Zapier
Trigger Example: From Documate to Excel
2:39
Trigger Example: From Documate to Excel
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
3:29
Integrating with External Signature Tools (DocuSign, HelloSign, SignNow)
Update Contacts/Matters/Custom Fields in your Practice Management System
3:29
Update Contacts/Matters/Custom Fields in your Practice Management System
Updating Data Between External Database and Documate (Example: Airtable)
4:57
Updating Data Between External Database and Documate (Example: Airtable)
Multi-user workflows (using Clio and Zapier)
4:11
Multi-user workflows (using Clio and Zapier)
Update Google Contacts using Documate Data
6:29
Update Google Contacts using Documate Data

About This Lesson

Multi-user workflows are key to efficiency, consistency, and proper data gathering.

Have one user start a workflow (e.g., yourself). Then, have another user (e.g., a paralegal or client) finish the workflow. This allows multiple individuals to add their information in to generate the documents. In the example here, we set this up so that a workflow is initiated when you enter data into Clio.

Automated emails to parties and clients can also be triggered throughout this process.

Read Help Article

Related Courses

No items found.