Now Playing: Update Contacts/Matters/Custom Fields in your Practice Management System

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

Documate is often used as a client intake tool as well as a document automation tool. So you may want to use Documate to feed data into your practice management or client relationship manager software. For example, contacts, matters, and any other custom fields.

This video shows an example of how you can collect data with Documate and push it into Clio through Zapier. Other popular tools to push Documate data into include Salesforce and Lawmatics. Documate's conditional logic and client-facing options make it a powerful client intake tool for all phases of the case.

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