Firmsy

Learn how to add Automio's Modal Mode to Leadpages

Using Modal Mode in Leadpages

Customise your indents

Automating the next steps of the journey for your client's documents.

Downloading the document using our Output API

Ordinal Language

Allow your customer to easily access an interview again after purchasing

Restore Purchase

The List Item token allows you customise your numbering

List Item token

Personalise your Bots by adding your firm's colour to the interview

Add an Interview Theme to your Bots

How to add a slimline to your document Header and/or Footer

Header or Footer - slimline

How to create a Pack in the middle of your flow

Create a Pack mid-flow

Ask your clients to digitally sign the document created by your bot

Get your documents signed easily with digital signature software

Why using Zapier and the API can help you automate more of your online legal solution

An introduction to the Automio Output API + Zapier

Fast Mode

Use the output API to send your own emails based on questions in the interview

Send custom emails based on questions in the interview

A quick pro-tip for Authors of bigger Flows

Where was I?

Use the output API to add information into your CRM or Practice Management Software

Add client data to your CRM

Content is king, but style certainly helps

Apply a Formatting Theme to Document

Kate Nikitina

Pro Tips

Find answers and get help from Intercom Support and Community Experts

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