Cap easy from clio

Automate your contract management workflows from start to finish by employing an all-in-one, no-code platform. Simplify approval lifecycles and close deals faster; Cap Easy From Clio.
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Discover the ‘Cap Easy From Clio’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Cap Easy From Clio-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Cap Easy From Clio – Negotiate in real-time and sign contracts faster.
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Simplify approval lifecycles and close deals faster

Eliminate errors and automate your contract management workflows from start to finish using an all-in-one, no-code platform.
Get started for free

Watch API airSlate contract construction and ‘Cap Easy From Clio’ feature in action

Learn how to author and negotiate contracts, get them eSigned, and collect payments with airSlate.
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Powerful cap easy from clio solution

Learn why airSlate’s cap easy from clio beats the competition
airSlate
PandaDoc
DocuSign
Conga
Basic document generation from Salesforce
Basic document generation from MS Dynamics 365
Basic document generation from NetSuite
Advanced multi-source document generation
Actionable fields
Online editor
Extra cost
Conditional logic
eSignature
Extra cost
Extra cost
Customizable document routing and approval workflow
Template library
Automated notifications and reminders
Redlining
Revisions
Audit log
External contract review
Web forms
Extra fee
Workflow library
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code workflow analytics setup
PDF editing
PDF annotations
Role based document access
Role based field access
Robotic process automation
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Multiple workspaces
Mobile application
Integrated payments
Spreadsheet creation
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
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
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.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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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.
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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.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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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.
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Advanced 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.
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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 and using the ‘Cap Easy From Clio’ feature.
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....
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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....
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
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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....
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Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
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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....
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Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
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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....
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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....
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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.

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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.

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Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
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soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you cap easy 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 to cap easy 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 cap easy 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 want to collect the information you need for you to cap easy 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

Cap Easy From Clio – Create, set up, and automate dynamic no-code document workflows.
Mediate free for organization
Build professional and error-free documents, take advantage of legally-valid e-signatures, and manage workflows efficiently. Take control of your remote teams and help them achieve the next level. Lin...
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Mediate free for NPO
Improve the way your team works on documents of all types with airSlate. Wipe out boring methods and Tune Esignature without the human factor. Add code-free automation to your working processes for fe...
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Mediate free for non-profit organization
airSlate combines no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation software. Try impressive Bots to Synchronize Esignature...
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Mediate free from adyen
Wipe out steps that don’t add value to your method in order to make better use of your team's time. Develop communication, take care of documents, assign tasks, and create approval workflows without...
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Mediate free from alfresco
Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, holistic automation software. Customise and automate processes and eliminate mundane steps that can be completed by Bo...
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Mediate free from apptus
Look at an modern way to work. Make Electronic Signature without coding. Develop and share professional documents, collect legally-valid e-signatures, and handle workflows successfully....
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Mediate free from autodesk
Set up and automate related workflows with the only no-code business automation software, airSlate. Try its innovative Bots to Establish E-signature. Modify your working processes in a way that assure...
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Mediate free from box
With a quick to install, no-code platform, create automated, flexible, and ROI-oriented processes for a scalable and quality business. Organize Esignature with airSlate. Coordinate everything in one p...
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Mediate free from braintree
Automate manual tasks, track development, and team up better in teams. Use no-code Bots to Set up E-signature. Centralize and take control of your entire procedure using the only no-code automation pl...
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Mediate free from chrome
Automate and modify any procedure while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Handle your processes in the smart way. Adapt Electronic Signatur...
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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.
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We’ve got the answers to your questions

How does automation help in a cap easy from clio?

Automation plays a crucial role in simplifying and streamlining the process of creating a cap (engagement letter) from Clio. By automating the document creation process, users can save significant time and effort. With airSlate's document automation platform, users can easily generate caps from Clio by simply inputting the necessary information into a pre-built template. This not only helps ensure accuracy and consistency but also allows users to focus on more important tasks, boosting productivity and efficiency. Transforming your cap creation process with automation is a smart move towards a more streamlined and organized workflow.

What is the best solution to automate a cap easy from clio?

To automate a cap easily from Clio, the best solution is to utilize the airSlate document automation platform. With airSlate, you can streamline your workflow and eliminate manual processes by automating document creation and management. By using airSlate, you can save time and improve efficiency in your organization, allowing you to focus on more important tasks. Join the countless businesses that have already experienced the benefits of airSlate and revolutionize your document workflow today!

How can you automate a cap easy from clio with airSlate?

You can easily automate caps in Clio using airSlate. With airSlate's document automation platform, you can streamline your workflow and save time by automating repetitive tasks. By integrating airSlate with Clio, you can set up rules and triggers to automatically generate caps, eliminating the need for manual data entry and reducing the risk of human error. This powerful solution empowers your organization to work more efficiently and effectively, allowing you to focus on what truly matters: delivering exceptional services to your clients.

What are the pros of an automated cap easy from clio?

An automated cap easy from Clio offers several advantages for your organization. Firstly, it simplifies and streamlines the process of generating professional-looking documents such as contracts, invoices, and legal forms. By automating this task, you can save time and ensure accuracy, eliminating the risk of human error. Additionally, airSlate's document automation platform integrates seamlessly with Clio, allowing you to create, edit, and manage your documents directly within your existing workflow. This improves efficiency and productivity, empowering your organization to focus on more important tasks while leaving tedious paperwork to the automation system.