Getting to Know Clio Draft's Template Builder: Product Tour + Q&A

Event Details

In this interactive session, join Clio’s resident template expert Joe Kaczrowski, Legal Content Manager, for a tour of Clio Draft’s Template Builder, the Microsoft Word Add-in used to convert a firm’s existing documents into no-code templates and streamline routine drafting.

We’ll go step by step through the process of setting up a simple template, covering basic considerations as well as best practices for data reuse and customer experience. The session includes an open forum for attendees to ask about product features, use-cases and project-specific template questions.