Document automation: say goodbye to updating individual clients manually! Automation helps optimize time used to create, update and upload documents in the cloud, but what does that mean for your practice? Taking your firm towards a paperless direction means not only having fast and direct access to client files, but also that you may automate the process of generating letters, forms and court documents.
There are plenty of benefits to enjoy; imagine being able to remove the security risk of emailing sensitive documents with the encrypted Clio Connect portal. Save time and improve accuracy, by populating multiple documents at once, with data such as names and addresses. Organize documents for greater accessibility, while keeping track of edits through integrated versioning.
It’s easy to get automated. Begin with a template, which is a basic starting point for a new document. After that, you may include client-specific details by way of Custom Fields during the automation upload process. This can be a referral field, client birthday, court dates, or any other notable data pertinent to your Matter. Let’s get started.
Custom Fields and Automation in Clio Templates
When you create custom fields related to your Contacts and Matters, you can group them into sets, so they can be added quickly and efficiently to any future documents. This helps your Matter organization and allows you to locate your documents faster, ensuring a secure, and effective, transition to a paperless firm.
Create and manage custom fields easily in Clio; and get as detailed as you wish. Custom fields can be created to track anything from referral sources to specifics, such as arrest date or blood alcohol content.
Cloud Storage Options
All of your digital documents will need a place to live in the cloud, but don’t worry – there are plenty of data storage options for Clio customers. We’re already integrated with Dropbox, one of the most popular document storage applications, and Box, which features increased storage security.
We’re sure you would much rather spend time practicing law, instead of wading through client files. Thanks to the increased efficiency and organization by combining automation and Clio’s custom fields, your firm will get some serious power in the document department.