Smarter Drafter and Clio integrate seamlessly so that contact details aren’t being duplicated and documents are all kept in one place.
About the video
In 2 minutes, we'll go over the basics of setting up and using the Smarter Drafter + Clio integration.
Main features of this integration:
Smarter Drafter and your Clio contacts are automatically synchronised each time you use a Smart Q&A Form.