Compact confirmation from clio

Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Tailor Process Collaboration with airSlate.
Get started for free
Background illustration Intro screen 1 Intro creen 2 Circle illustration Circle illustration
Effortlessly Tailor Process Collaboration and automate your document-based processes. Discover an entirely new approach to work where you and your team can spend more time on strategic initiatives.
Feature image
Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your workflow with multiple systems of record for data transfer.
Feature image
Set up Bots to automatically fill your documents with specified data, then include a legally-binding e-signature. Tailor Process Collaboration to close more deals in less time and with less hassle.
Feature image

Negotiate in real-time and sign contracts faster

Create, redline, and eSign contracts on a single platform while collaborating with customers and business partners.
Get started for free

Watch airSlate compact confirmation from clio in action

Author contracts, set up workflow steps, negotiate in real time, and archive once finalized.
Left hand illustration Right hand illustration

Powerful compact confirmation from clio solution

Learn why airSlate’s compact confirmation from clio beats the competition
airSlate
PandaDoc
DocuSign
Conga
Document generation from Salesforce
Document generation from MS Dynamics 365
Document generation from NetSuite
Advanced multi-cloud document generation
Actionable fields
Create contracts and templates online
Conditional logic
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Track changes
Versioning
Audit log
External contract review
Integrated payments
Recipient authentication
Workflow library
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code reminders and notifications, event-based
No-code workflow analytics setup
PDF editing
PDF annotations
Contract lifecycle management
Spreadsheet creation
Role based document access
Role based field access
Robotic process automation
Web form builder
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
In-person signing
Extra cost
Extra cost
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Bulk send
Extra cost
Extra cost
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom email notifications
SSO
Show more
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.
Workflow features examples
Robotic Process Automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
 Workflow features examples
Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
 Workflow features examples
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
 Workflow features examples
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
Contract Management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
 Workflow features examples
Аdvanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
Learn more
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
Learn more
Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
Learn more
Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
Learn more
Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
Learn more
Document generation illustration

Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

Join airSlate Academy
Workflow industries illustration

Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

See all industries

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Get started for free
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Get started for free
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

airSlate improves compact confirmation from clio

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours on compact confirmation from clio anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to enhance compact confirmation from clio:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you’re going to collect information needed for compact confirmation from clio or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Square self-acting with eDelivery Compliance
Check out the airSlate thorough system to build easy to customize workflows in a expert manner. Set Contract Management using the no-code Bots. Move teams’ work forward with a adaptable Workspace....
Learn more
Square self-acting with eID Compliance
airSlate mixes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation system. Try progressive Bots to Export data Contract Manag...
Learn more
Square self-acting with EIDAS Compliance
Improve the way your team works on documents of all categories with airSlate. Remove mundane methods and Complete Business Operations without the human factor. Add code-free automation to your working...
Learn more
Square self-acting with electronic identification Compliance
Deal with your business with safe, flexible processes that scale according to your needs with an easy to deploy, no-code automation software. Incorporate Contract Management with airSlate. Get the mos...
Learn more
Square self-acting with ESRA Compliance
Automate manual tasks, track development, and team up better in teams. Use no-code Bots to Run Business Operations. Centralize and take control of your entire operation using the only no-code automati...
Learn more
Square self-acting with GDPR Compliance
Automate and personalize any method while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Maintain your processes in the simple way. Tailor Business Oper...
Learn more
Square self-acting with HIPAA Compliance
Automate and personalize any approach while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Handle your processes in the smart way. Automate Business Ope...
Learn more
Square self-acting with ISO 27001:2013 Compliance
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Join Contract Management with airSlate....
Learn more
Square self-acting with legal Compliance
Generate professional and error-free documents, take advantage of legally-valid e-signatures, and take care of workflows efficiently. Take control of your remote teams and help them make it to the nex...
Learn more
Undo secure on ios
Manage and automate any business process and enhance your team’s work productivity with airSlate. Adapt Business Process Mapping with a no-code software. Build, collaborate, and manage all your work...
Learn more

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
Need help?
Contact Support

Create your own airSlate account for free and get full access to all features for optimizing workflows. Tailor Process Collaboration, set up Bots, and share your Templates with team members and partners. Configure error-free working processes.

Use a powerful workflow automation platform like airSlate to Tailor Process Collaboration automatically. compact confirmation from clio. You can optimize any business process by setting up the respective Bots. Create, integrate, and automate workflows with an easy-to-use solution.

An average set up for airSlate’s Automation Bots to Tailor Process Collaboration takes around 30 minutes (depending on the specific case). compact confirmation from clio. Once the Bot is triggered, it works automatically, completing actions without human intervention. That means saved time and resources.

You can install airSlate’s application on your smartphone or tablet or simply use it from your preferred web browser (Safari, Chrome, Edge, etc. compact confirmation from clio.). Implement workflow automation for your entire team remotely, each active user with the right User Role can Tailor Process Collaboration and configure Templates from the office, at home, or while on the go – right from their mobile devices.

airSlate helps users like you Tailor Process Collaboration with the help of no-code automation. All you need is to upload documents, add Bots (software robots), and share your Template with your clients, team members, or partners. If required, you can also assign Roles for sharing responsibilities and making processes even more transparent and simple.

Yes, you can Tailor Process Collaboration in any application (on-prem or cloud-based). compact confirmation from clio. Integrate with airSlate, a no-code automation platform for SMBs and enterprises. The process is straightforward and doesn’t require any expensive API. Automate and integrate data simply!

The most challenging task about automating workflows with airSlate is understanding your own processes and how to improve them. compact confirmation from clio. Once you know what needs fixing in your workflow, airSlate automation, with its user-friendly interface, useful tips, and Academy, will help you Tailor Process Collaboration to improve your organization’s overall efficiency.

airSlate is a powerful RPA and DPA tool that can Tailor Process Collaboration at the SMB and enterprise levels. It helps users automate business processes via easy-to-configure Bots. The ability to integrate with other platforms makes it popular among many other automation software solutions and CRM/ERP systems, including Salesforce, Netsuite, MS Template, and more.

Searches related to compact confirmation from clio

Contract Negotiation Slack Two-Way Binding Bot SendGrid send Campaign bot Archive to SharePoint Folder Bot Pre-fill from NetSuite Records Bot airSlate Automation Bots Integration Bots Web Forms Automate Workflows PDF Editing Analytics workflow automation