Auto-file signed Docusign documents into Clio matters

PromptCreate

Watch Docusign for newly completed envelopes (poll for envelopes that have just reached completed status). Each time an envelope is completed, file the executed document into the right client matter in Clio, then confirm in Slack.

First, get the signed document. Use Docusign List Envelope Documents to list the documents in the completed envelope, then use Docusign Download Document to download the executed PDF as binary content. Read the client or matter name and the signer from the envelope subject and the recipient details so you know which matter this belongs to.

Next, find the matter. Use Clio List Matters to search for the matching matter by the client name or matter name taken from the envelope subject or recipient. Only continue to filing if you have a confident, unambiguous match to a single matter.

If there is a confident match, file it. Use Clio Create Document to upload the signed PDF to that matter, passing the binary content and associating the document to the matter with a nested id object. Then use Clio Create Note to add a note to the matter recording that the engagement letter or agreement was executed, including the document or envelope name, the signer, and the completion date.

Then confirm. Use Slack Send a Message to post a short confirmation to the team channel with the matter name, the signer, and a note that the executed document was filed into Clio.

Handle the no-match case explicitly. If you cannot confidently match the envelope to a single Clio matter, do not upload anything and do not guess. Instead, use Slack Send a Message to ask a human to file it manually, including the envelope subject, the signer, and a link or reference so they can locate it in Docusign. Never file a signed document to a matter you are unsure about.

What does this prompt do?

Watches Docusign for newly completed envelopes and grabs the executed, signed PDF
Finds the matching client matter in Clio using the envelope subject and the signer
Files the signed document into that matter and adds a note that the engagement letter or agreement was executed
Confirms in Slack with the matter name and signer, or asks a person to file it manually when there is no confident match

What do I need to use this?

A Docusign account where your engagement letters and agreements get signed
A Clio account with your client matters set up
A Slack workspace and channel for confirmations and manual-filing requests

How can I customize it?

Choose which Slack channel receives confirmations and manual-filing requests
Adjust how strictly an envelope must match a Clio matter before anything is filed
Change the wording of the note added to the matter, for example engagement letter versus fee agreement

FAQs

What happens if the workflow cannot tell which matter a document belongs to?

It never guesses. It skips the upload and posts a Slack message asking someone on your team to file it manually, including the envelope subject and the signer so they can find it quickly.

Does this work for any signed document, or only engagement letters?

It works for any completed Docusign envelope. It is especially useful for engagement letters and fee agreements, but you can use it for any executed document that belongs in a client matter.

How does it find the right client matter in Clio?

It reads the envelope subject and the signer details, then looks for the matching matter in Clio by client name or matter name before filing anything.

Will it file the same signed document twice?

No. It only acts on newly completed envelopes, so each signed document is filed once, right after it is finished.

Do I still need to move signed documents by hand?

No. Once a document is signed, it lands in the right matter automatically, with a note recording that it was executed and a confirmation in Slack.

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