Clio Introduces AI-Powered Document Automation in Canada

With Clio Draft, firms can automate document workflows, gather client information, and generate accurate legal documents in less time

Clio, the global leader in legal AI, today announced the launch of Clio Draft in Canada. This launch brings Clio’s powerful document automation capabilities to Canadian legal professionals, along with a growing library of Canadian court forms, hosted securely on Canadian servers to meet rigorous data residency requirements.

For the first time, Canadian law firms can access more components of Clio’s system of action through the integration of practice management, client intake, and now, intelligent legal drafting, specifically tailored for the Canadian legal landscape.

“Canadian legal professionals have long embraced technology to run more efficient firms, yet document drafting still takes up a significant portion of their day,” said Luke Slan, General Manager, Canada at Clio. “With the launch of Clio Draft in Canada, we’re helping firms automate the document work that slows them down. By turning their documents into reusable templates and AI-powered workflows, Clio Draft helps lawyers draft faster, reduce manual work, and focus more of their efforts on delivering better legal outcomes for their clients.”

Document Automation for Canadian Firms

Clio Draft in Canada is purpose-built to address the specific needs of Canadian firms. The solution introduces powerful document automation capabilities applicable across all provinces (excluding Quebec), enabling firms to turn their own Word-based precedents into reusable automated templates using AI. By automatically populating client and matter information across entire sets of documents, Clio Draft helps firms reduce manual data entry and minimize the risk of errors.

This functionality allows lawyers and legal professionals to generate complete, accurate legal documents in minutes rather than hours. By streamlining document creation and reducing repetitive administrative work, firms can improve operational efficiency while maintaining control over the language and structure of their legal documents.

Court Forms beginning with Ontario and British Columbia

At launch, Clio Draft also includes a growing library of court forms and templates designed to support key practice areas in Ontario and British Columbia. These ready-to-use forms help firms streamline common legal workflows and ensure they are working with up-to-date documentation tailored to local court requirements.

Initial coverage focuses on the following practice areas:

• Ontario: Estate Planning, Probate, and Family Law.
• British Columbia: Estate Planning and provincial Family Law forms.

By combining automated document drafting with jurisdiction-specific court forms, Clio Draft helps firms simplify complex document workflows and complete essential legal tasks more efficiently–which it has done successfully in the US for over two years.

Secure, Canadian-Hosted Infrastructure

Recognizing the strict data residency obligations of Canadian legal professionals, Clio Draft for Canada is hosted entirely on Clio’s Canadian servers. This ensures that all client data remains within the country, helping firms meet regulatory and professional requirements around data storage and privacy.

By keeping sensitive legal information within Canada, Clio provides the assurance firms need when adopting new technology in their practice. Canadian-hosted infrastructure allows lawyers to take advantage of AI-powered document automation while maintaining confidence that their client data is handled in accordance with the expectations of law societies and the privacy standards their clients depend on.

Availability

Clio Draft is available immediately as an add-on to Clio Manage for Canadian customers. For more information visit clio.com/ca/draft