Clio announce brief building integration with Bundledocs

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19 March 2015


Clio200

By Maggie Nyuent

Always ahead of the curve, Clio has sprinted into 2015 with the implementation of major product updates, not only completely revamping both their Documents and Communications features, but also developing integrations with the best complementary programs for legal practice management.

Earlier in the month, they introduced the much anticipated Gmail Extension for EU customers, allowing users to track time, file emails, and create tasks, all from within their Gmail account. Further anticipating the needs of solicitors in the UK, Clio’s latest partnership is with Bundledocs, an Irish based company providing comprehensive document bundling capability.

clio bundleAdding to Clio’s already full fledged document management features, this integration offers the ability to create multi-page legal briefs and reports in Bundledocs, drawing from the documents stored in Clio.

The two cloud-based programs work together seamlessly, allowing for quick and secure creation of briefs, from separate files. In Clio, firms can upload, store, and organize an unlimited number of documents. Integrating with Bundledocs allows users to access all Clio documents, combining them neatly into indexed, paginated, and hyperlinked PDFs in just 5 steps!

Better yet, both Clio and Bundledocs offer free, no obligation, trials of their services. Click here for detailed instructions for connecting the two programs.



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