Watch our webinar
Legal Document Templates 301: Advanced Template Design
Take your templates to the next level with advanced features and deeper customization.
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In the final session of our MS Word template series, we’ll explore advanced template design techniques to help you get even more out of your document automation system. We’ll do a quick recap of earlier sessions before diving into powerful features that can make your templates smarter, more flexible, and easier to maintain.
Topics include:
- Using multi-select lists to handle complex inputs
- Creating expanding/collapsing tables for dynamic content
- Incorporating hidden contact classifications and conditional logic
- Pro tips to streamline complex templates without writing code
Haven’t seen 101 or 201 yet? You can catch up on demand—this session builds on what we covered in those webinars.
New to template automation?
Start with Session 101 to build a solid MS Word foundation.
Need help converting your existing docs?
Watch Session 201 to learn best practices and project planning tips.
Speakers
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Joe Kaczrowski
Manager of Legal Content, 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.