-
Get free live training
Join this session to learn how to get set up and prepare your Word documents for template creation.
-
Connect your tools
Using Clio Manage? Connect your accounts to automatically pull in your firm’s data and documents. Then install the MS Word Template Builder Add-in to easily edit and save templates to Clio Draft.
Let AI create your first template
Upload an existing document or retrieve one from Clio Manage, and let our AI template builder transform it into a reusable template.
-
Generate documents, automatically
With your template ready, you can instantly generate documents in Clio Draft. If you’re pulling data from Clio Manage, those fields will be automatically populated when you generate the document.
-
Need a hand?
We’ve got you covered. Bookmark these resources for help whenever you need it: