Intelligent Document Automation
Eliminate delays and costly errors with document automation by converting Word files into online templates. Enter text once and populate across sets of docs. Use advanced features to update pronouns, add/remove clauses and save time on routine correspondence, motions, and more.
Automated Court Forms
Spend more time on high-impact work with our easy-to-use, cloud-based court forms. Access up-to-date libraries of official court forms and auto-fill sets of forms instantly. Remote access ensures your team is always using the latest version of forms.
Get a jumpstart on template building and let Clio Draft design them for you. Our team of legal experts can create your legal templates for you so you have more time for billable matters or other strategic work.
Sync data directly from Clio
Clio users can create court forms with pre-populated data from Clio Manage and reduce the risk of errors. This streamlines the drafting workflow for Clio users while giving them more time back.
Simplify signature submission
Avoid the bottlenecks associated with manual signature delays. Secure mobile-friendly tool lets you send signature packages in a few clicks. Includes options to submit signatures in multiple formats based on courts’ requirements, audit trails, and real-time status updates.
Draft smart, dynamic templates
Customize templates by adjusting pronouns and verbs to agree with client details and add/remove clauses based on case information. Create rules once and re-use them in other templates.
Finish Work Faster with E-Sign
With a built-in, mobile-friendly e-signature tool, you can complete projects faster and more conveniently for clients. Includes options for multiple signature formats and an audit trail.
The Essential Guide to Document Automation
Document automation isn’t for every firm, but there are thousands using the technology to save time, avoid errors and improve efficiency with routine drafting.
In this eBook you will find best practices to consider when evaluating potential solutions, and implementing new technology at your firm. Here are some of the topics covered:
Improving Your Law Firm with TechnologyGet Your Copy
The Value of Document Automation
Key Considerations for Evaluating Legal Document Automation
Managing Change and Preparing for New Technologies
8 Steps for Creating Repeatable Processes