Curious what no-code document automation could look like at your firm? In this session, we’ll walk through how to plan automation projects, set up effective workflows, and design smart templates that improve consistency and client experience. You’ll also get practical tips to get more out of systems like Clio Draft.
Topics include:
- Planning and prioritizing automation projects
- Getting started with a new document automation system
- Best practices for template design and data reuse
- Tips to streamline workflows and enhance user experience
This is the second session in our MS Word Template Series.
Want to start from the beginning? Watch Session 101 on-demand.
Looking for more advanced design tips?
Join Session 301 to explore advanced automation techniques.
Watch the Recording
Speakers
Joe Kaczrowski
Legal Content Manager
Clio Draft
Joe is an attorney admitted to practice in the state of Minnesota. As a Legal Document Technician, Clio Draft at Clio Joe works with legal practitioners to improve their workflows and processes.