Clio

Upload from Clio to Bundledocs - Video

Did you know Bundledocs fully integrates with Clio practice management solution?

Our integration with Clio helps ensure documents are quickly and easily uploaded into your bundle. Once uploaded, Bundledocs takes over to automatically create a fully indexed, paginated, bates numbered, hyperlinked and bookmarked bundle. The completed bundle only takes 5 steps to prepare and is then ready to print, save or share. It couldn't be easier!

Like Clio, Bundledocs is also a cloud based solution and ensures you can access and produce bundles at any time, location and from any device. 

Don't just take our word for it. Check out our video to see Bundledocs in action! 

Connect Bundledocs to Clio

Bundledocs are delighted to offer a FREE connector with Clio. This is available to all Clio users and can be accessed directly within your Bundledocs account. 

Our integration with Clio allows documents to be quickly and easily uploaded into your bundle. Once uploaded, Bundledocs takes over to automatically create a fully indexed, paginated, bates numbered, hyperlinked and bookmarked bundle. The completed bundle is immediately ready to print, save or share - and it only takes 5 steps. Bundling has never been easier!

Simply follow these steps to connect to Clio. It's completely free!

Need Help? Get in touch with our dedicated team today. We are happy to answer any questions you have so don't waste any time. 

New Integration - Add Documents from Clio

Bundledocs recently announced a new integration with Clio Practice Management Software. With our seamless integration, Clio users can now effortlessly upload matter files directly from Clio into specific sections of their bundle. Once uploaded a complete bundle can be created in minutes. Document bundling has never been easier!

Want to see how to effortlessly add documents from Clio into your Bundledocs account. Let's take a closer look...

Effortlessly Upload Files from your Clio Account

Step One: Select the 'Upload' button

Step Two: Search your Clio contacts

Step Three: Choose a Contact

Step Four: Choose a Matter

Step Five: Choose your Documents

Step Six: Select the 'Create Documents' button to upload. 

Take a look at our Bundledocs Clio Integration video to see the upload process in action. Not already a Bundledocs user? Set up a trial account today and test it out for yourself! 

Video: Bundledocs & Clio Integration

Bundledocs recently announced our new integration with Clio. If you missed the announcement, check out our article 'Bundledocs Integrates with Clio Practice Management Software'.

How will this new integration benefit Clio users? Our latest integration enables Clio users to effortlessly upload their files directly into Bundledocs. Once uploaded, Bundledocs takes care of the rest to produce a fully indexed, paginated, hyperlinked and bookmarked document bundle - ready to print or share. 

See it in action! Take a look at our latest video to see how easy it is to upload documents from Clio directly into Bundledocs...

Bundledocs Integrates with Clio Practice Management Software

Bundledocs is pleased to announce we have developed a seamless integration with Clio, a global leader in practice management software. 

With Bundledocs powerful document bundling application, seamlessly integrated with Clio, your legal team can produce superb print ready professional briefs, reports and document bundles in minutes. Our new integration with Clio enables you to upload Clio files directly into your brief or document bundle. Then Bundledocs takes over and builds for you a fully indexed, paginated/bates numbered, hyperlinked and bookmarked document bundlle - ready to print or share. 

Let's take a quick look at how you can seamlessly upload documents from Clio directly into Bundledocs...

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Want to learn more about our new integration with Clio practice management software? Download a copy of our Bundledocs Clio Integration User Guide now!