Let AI convert your existing documents into templates
Automate legal document creation by having AI turn your documents into reusable templates in minutes.
Speed up drafting with templates created for you
Minimize manual tagging errors
Stop the time-consuming and error-prone process of manually tagging and structuring templates. AI can handle the heavy lifting, freeing you up for higher-value work.
Scale your expertise
By transforming your frequently used documents into templates, you build a library that reflects your firm’s unique style and expertise.
Access 200+ ready-to-use templates
See relevant templates preloaded in your Clio Draft account, tailored to your province and practice area.
Customize for your law firm
Edit template text, add variables, and save templates to your Clio Draft account for future use.
How legal document automation can help your firm
- Take control of your time: Cut drafting time by up to 80%.
- Eliminate repetitive work: Auto-populate documents with case and client data.
- Work from anywhere: Collaborate securely in cloud-based document automation.
- Reduce document versions: Use conditional logic to adjust pronouns, verbs, and clauses.
- Avoid case delays: Meet your court’s formatting requirements.
- Collect e-signatures: Send document packages for e-signature in a few clicks.
- Stay secure and compliant: Protect firm and client information in the cloud.
- Get it right the first time: Protect firm and client information in a secure platform.
Clio Draft helps me reduce the time it takes to fill in and complete documents for my clients, while at the same time reducing the opportunity for error.
O’Neil & Rueppel, LLP
Explore more law firm document automation features
AI legal template software FAQs
What is legal template software?
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.
How does Clio Draft’s AI template builder work?
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.
What templates come preloaded with Clio Draft?
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.
What happened to the Template Exchange?
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.
What is Clio Draft’s legal document template service?
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.
What are the benefits of using Clio Draft for template creation?
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.
How does template automation improve drafting efficiency?
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.