Legal Document Templates 301: Advanced Template Design for Paralegals

Automate Legal Drafting: Advanced Clio Draft Training

Ready to automate legal drafting and take your document workflows to the next level? This advanced Clio Draft training session is designed to help legal professionals and support staff unlock the full power of dynamic templates, intelligent form fields, and built-in logic—empowering you to draft faster, smarter, and more accurately than ever before.

What We’ll Cover:

• Dynamic Document Automation: Master the art of building intelligent, flexible legal templates. You’ll learn how to implement variable pronouns, create dynamic tables that adjust to your input, and apply multi-select fields for customizable clause selection. We’ll also walk through reciprocal templates and hidden control fields that help streamline even the most complex workflows.
• Interactive and Fillable Forms: Move beyond static documents. We’ll demonstrate how to insert interactive checkboxes and apply independent section numbering for consistent formatting across your firm’s documents.
• Automated Calculations and Logic: Reduce errors and manual input by embedding logic directly into your templates. Clio Draft’s calculation tools let you automate values, conditionally display content, and build smarter templates that adapt to your data.

This session is designed for legal professionals and support staff who use Clio Draft and want to save time, reduce errors, and create sophisticated, professional-grade legal documents.

Duration: 60 minutes (45-minute demo + 15-minute Q&A)