Clio Draft

Collect client information faster with AI-powered legal questionnaires

Gather case details with dynamic questionnaires and automatically generate legal documents.

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We send 3-4 questionnaires out a day. We love how easy it is to create them, so instead of wondering what information we need to collect, it’s telling us what’s needed automatically. Our clients love it, it’s clear and super easy to fill out.

Kathryn Price, M.S., L.D.A.

Price Mediation

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Improve the client and law firm experience with legal questionnaires

Gather client information faster

Automated questionnaires are created for you based on your required documents. AI will draft the questions and proactively ensure you’re only asking the right ones. Easily edit and customize questions to meet your needs.
Build client trust

Send professionally branded, multi-page questionnaires that they can fill from anywhere, on any device. Use conditional logic to control what questions are shown to your legal clients depending on their responses.
Improve your law firm’s efficiency and consistency

Create questionnaire templates for different case types that you can use again and again—improving efficiency and ensuring consistency across your firm.
Create legal documents in minutes

Client responses map to fields in your document templates so you can automatically generate legal documents and court forms, freeing up your time to focus on billable work.

Ready to automate your client data collection?

See how you can create legal questionnaires, collect client data, and automatically generate documents with Clio Draft.

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Advanced document automation

AI turns your Microsoft Word documents into smart templates that auto-populate with case information so you don’t have to maintain multiple versions.

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Court forms

Spend less time looking for documents with our up-to-date library, featuring fillable PDF court forms.

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Template building

Get started faster with AI that converts your documents into reusable templates. Plus, start with firm-ready templates from day one.

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E-signatures

Save time and reduce manual steps by collecting signatures electronically.

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Clio Draft questionnaires FAQs

What are automated legal client questionnaires?

Automated legal client questionnaires are online forms that collect client and case information using conditional logic. With Clio Draft, these responses automatically map to legal document templates, helping law firms generate accurate documents faster—without repetitive data entry.

How can legal client questionnaires help my law firm?

Legal client questionnaires streamline client intake by:

Saving time on repetitive data collection
Reducing errors in documents
Automatically generating legal forms
Improving client satisfaction with clear, mobile-friendly forms

They allow lawyers to focus more on billable work and less on admin.

Do I need technical skills to use Clio’s legal questionnaires?

No. Clio Draft’s questionnaires require no coding or technical expertise. You can create, customize, and automate dynamic, multi-step questionnaires with simple drag-and-drop tools.

Can I reuse law firm questionnaires for different case types?

Yes. You can build custom questionnaire templates for different case types and reuse them whenever needed. This ensures consistency and improves firm-wide efficiency.

Can clients complete these questionnaires from any device?

Yes. Clio Draft’s questionnaires are multi-page and mobile-responsive—so clients can complete them easily from their phone, tablet, or desktop, anytime.

How do questionnaire responses turn into legal documents?

Once a client completes a questionnaire, their answers are automatically mapped to your pre-built legal document templates in Clio Draft. This enables you to generate accurate legal documents or court forms in minutes.

Is client data secure when using Clio Draft’s questionnaires?

Yes. Clio Draft follows strict security protocols and is cloud-based and compliant, ensuring that all client data is securely stored and protected.