Tutorial Series: Create Legal Drafts Faster in Microsoft Word

Reworking legal documents for every case wastes valuable hours and often leads to errors and delays. This 3-part MS Word 101 tutorial is full of tips and tricks to help legal professionals create documents in less time and without the hassle.

These videos have been carefully crafted by legal experts who understand the nuances of legal drafting.

  • Tutorial 1: Setting up your legal documents

    Learn the fundamentals of setting up a legal template in Microsoft Word and set yourself up for success. Once you have the right template, it’s easy to populate it to other projects.


    • Paragraph and section numbering
    • Cross-references
    • Adding table of contents

Looking for a faster way to draft legal documents? Check out Clio Draft, Clio's advanced document automation tool.

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  • Tutorial 2: Formatting your legal document

    Consistent formatting makes data more accessible, maintains brand standards, and saves hours of work by using MS Word features like Styles.


    • Document formatting
    • Page breaks
    • Headers and footers
    • Tab stops and tables
  • Tutorial 3: Programming legal documents

    Level up your drafting with tools and techniques to work efficiently in long and complex docs to save more time and avoid repetitive data entry.


    • Tables & calculations
    • MS Word fields
    • Styles

Draft routine legal documents 80% faster with Clio Draft's intelligent templates

  • Eliminate repetitive work

    Stop retyping data and copy-pasting text. Auto-populate sets of forms with Clio client and matter data instantly.

    Simplify formatting

    Use smart formatting to adjust pronouns, verb, or add/remove clauses automatically.

    Customize sets of forms

    Add custom fields, auto-shrink text, and pre-save sets of forms in a fraction of time.

    Send docs for eSignature

    Select documents, add signees, review package, and send to client for eSign in a few clicks.

    Access workflows remotely

    Cloud-based software works from anywhere. No installation required.

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