Your Clio subscription includes the ability to send documents for e-Signature to clients at no additional cost. e-Signatures are available with the Dropbox Sign integration. You do not need a separate Dropbox Sign subscription plan to benefit from this feature; however, you cannot use Dropbox Sign e-Signatures outside of Clio Manage and Grow.
Important: Dropbox Sign recently rebranded from HelloSign. This change may cause email notifications to push to your spam filter.
View e-Signature limits
Your Clio account subscription level and number of users determine the total shared capacity of available e-Signatures. Your e-Signature count is updated once a document is sent to a client for signing. Each document sent out counts as one signature. If you are on Clio’s EasyStart or Essentials plans, you can view the number of e-Signatures you have remaining for the month.
- Clio Grow accounts: Unlimited e-Signatures.
- Clio Manage Advanced or Expand accounts: Unlimited e-Signatures.
- Clio Manage Essentials accounts: Your firm's collective limit is calculated as 15 e-Signatures per active user, shared across all users in your firm.
- Clio Manage EasyStart accounts: Your firm's collective limit is calculated as three e-Signatures per active user, shared across all users in your firm.
Note: Unused e-Signatures are not cumulative. This means that unused e-Signatures do not roll over to the next month.
- Go to Documents.
- Find your PDF document and click the down arrow next to Download.
- Select e-Sign. A window will appear that displays the number of remaining e-signatures.
Send documents for e-Signatures in Clio Manage
Before sending a PDF document for e-Signature in Clio Manage, you will need to upload the document into a matter’s Documents folder or into the main Documents tab. You can do this by uploading in Clio Manage or by using Clio Drive.
Important: You can only send a document for e-Signature to a contact that has an email address linked to their contact card.
- Go to Documents.
- Find the PDF document and then click the down arrow next to Download and select e-Sign. The maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.
- Add contacts who need to sign the document.
- Optional: Enable sequential signing and click the arrows to set the signing order for multiple recipients.
- Click Prepare for signing. The document will open in Dropbox Sign.
- Click and drag the Signature field onto the document and select the assignee. You can also add initial and date fields.
- Click Next.
- Optional: Change the title, add a message, or add another recipient.
- Click Send for signature.
Send documents for e-Signatures in Clio Grow
In Clio Grow, you can prepare and send a document for e-Signature using the text-editor template or the PDF template, or by uploading a PDF document from your computer.
Important: You can only send a document for e-Signature to a contact that has an email address linked to their contact card.
Follow these steps to send a document for e-Signature via a text-editor or PDF template.
- Go to Documents and click Prepare Document or go to a matter and under Add single item, select Prepare Document.
- Select Use template.
- Select a template and select which contact information you want to populate in the document, and then click Draft document.
- The number of available signature fields depends on the settings you configured for the selected template.
- The maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.
- Select Prepare for Signing.
- Select contact and firm user signers and then click Continue.
- Click and drag the Signature field onto the document and select the assignee. You can also add initial and date fields.
- Click Send for signature.
- Select either Email Document Link or Sign Document Now and then click either Continue or Sign Document.
- Email Document Link: If you select this option, you can email the document to all of the recipients, including yourself.
- Sign Document Now: If you select this option, you can add your signature to the document first before sending it to your client.
- Optional: After sending the document by email, you can add a due date or schedule a reminder. Just find the document task under the matter's Intake process section, click the Options dropdown and make your selection.
Note: If there are multiple signers, each signer will receive a separate email.
Follow these steps to send a document for e-Signature via PDF upload from your computer.
- Go to Documents and click Prepare Document or go to a matter and under Add single item, select Prepare Document.
- Select Upload PDF.
- The maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.
- Upload a PDF or Word document and select the number of contact signers, the contacts who will sign, the number of user signers, and the users who will sign.
- Optional: Add a due date for the document. You can also add a due date after sending the document out for signatures.
- Click Prepare for Signing.
- Click and drag the Signature field, and any other customizable fields, onto the document and select the assignee.
- Click Send for signature.
- Select either Email Document Link or Sign Document Now and then click either Continue or Sign Document.
- Email Document Link: If you select this option, you can email the document to all of the recipients, including yourself.
- Sign Document Now: If you select this option, you can add your signature to the document first before sending it to your client.
- Optional: After sending the document by email, you can add a due date or schedule a reminder. Just find the document task under the matter's Intake process section, click the Options dropdown and make your selection.
Note: If there are multiple signers, each signer will receive a separate email.
Overview of recipient workflow
When the recipient receives the emailed document, they can click a secure link in the email to electronically sign the document. When they view the document, you will receive an email informing you that the document has been viewed. The recipient will follow the below workflow to sign the document:
- Open the email and click Review & Sign. The document will open in Dropbox Sign.
- Click Get started.
- Select Click to sign. The recipient can use their mouse or touchpad to draw their signature. The recipient can also type the signature or add an image.
- Click Insert.
- Click Continue.
- Agree to Dropbox Sign’s terms of service and select I agree.
After the document is signed
When everyone has signed the document, each signee will receive an emailed copy of the signed document. Recipients will receive a PDF copy in the email, and they can also view the signed document in Dropbox Sign.
If the document requires multiple signatures, you will receive an email informing you that all users have signed the document. You can also find a signed copy of the document in the Documents section of Clio Manage, alongside the unsigned document.