A Busy Lawyer’s Guide to Managing Documents and Court Forms

Learn how to create a scalable document workflow to consistently produce error-free documents

Make it easy to create, manage, collaborate on, and store case files and court forms.

Though managing forms and documents is a critical part of any law practice, the task itself can be tedious and time-consuming—more so if your firm’s document workflow is not user-friendly.

Cloud-based legal document automation helps law firms easily produce, securely store, and efficiently manage documents…saving your staff the time spent manually reviewing and organizing every single file.

Join this free CLE-eligible webinar to find out how to leverage document and court form cloud solutions to bring more efficiency to your practice.

In this webinar, you’ll learn:

  • How cloud-based document tools improve production, storage, accessibility and submission of legal documents and court forms
  • Best practices for creating flexible document workflows and templates (including tips for formatting and styling MS Word documents)
  • How to use document automation solutions to keep information secure, reduce errors and malpractice risk

Duration: 75 minutes (65 minutes of content + 10 minute demo of Clio Draft)

Loading ...


Joshua Lenon
Joshua Lenon

Lawyer in Residence


Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Joe Kaczrowski

Legal Document Technician

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. Joe has spent the past decade in Legal Tech, focusing on technologies including document automation. Previous stops have included a stint at a law firm and time as a software engineer. Joe also volunteers with Minnesota Wills for Heroes, preparing estate planning documents for first responders.