AI legal template software for faster document automation

Legal template software helps law firms build and automate reusable document templates so they can draft more efficiently. With Clio Draft, you can have templates created automatically by AI, start with preloaded practice-area templates included in your account, or have Clio’s certified legal experts build templates for you.

Clio Draft’s AI template builder converts your existing documents into reusable templates in minutes. AI handles the heavy lifting by identifying the structure and needed fields automatically, removing most of the tedious manual tagging required in traditional template setup. It works with legal documents uploaded to Clio Draft, as well as documents and templates already saved in Clio Manage.

Clio Draft includes standard practice-area templates preloaded into every new account, helping law firms get drafting faster. These preloaded templates come from the migration of templates previously available in the Template Exchange and appear in a separate section from your firm’s own templates.
This makes them easy to find, customize, and automate, giving firms ready-to-use starting points from day one.

The Template Exchange is being folded into Clio Draft as part of a massive template migration, which includes hundreds of templates across practice areas. Instead of browsing separately, relevant templates will now appear directly in Draft as preloaded starter templates.

Clio Draft’s template service is a done-for-you option where Clio’s certified legal experts build your templates. The team structures your documents properly, identifies automation opportunities, and refines your workflows so your templates are accurate, consistent, and ready for automated drafting.

Clio Draft reduces manual drafting work by:

• Letting AI convert your existing documents into templates
• Providing preloaded templates in your account from day one
• Offering expert-built templates when you need additional support

This helps firms draft faster, maintain consistency, and reduce errors from manual document work.

Once your templates are created—whether by AI, preloaded, or expert-built—they can be automated to pull in case information, removing repetitive data entry. This eliminates error-prone manual work and significantly speeds up document creation.