Save everyone’s time—including your own
Approve information in moments—not hours—and move cases along faster.
Be more efficient with everything in one place
Automated document creation and integrated e-signature technology remove the need to purchase additional software, printers, paper, and more.
Speed up the client intake process
Send documents securely to clients through text and email and receive notifications about new signatures to remove bottlenecks during the intake process.
Make creating, sending, and signing a document as easy as 1-2-3
Send newly secured clients ready-made agreements or retainers, and have them signed and sent back to you quickly with e-signatures.
Enable clients to sign documents from any device
Text your clients links to documents that they can sign on their phones and tablets and send them back to you, hassle-free.
Remove the risk of human error
No need to download, print, or send forms via snail mail. Your clients can securely sign and return forms as needed, all online.
Turn Word files into fillable, online templates
Transform your existing Word docs into easy-to-fill, online templates and complete projects quickly. Auto-fill court forms without retyping client or matter information to complete projects in much less time.
Sync data directly from Clio Manage
Clio users can create court forms with pre-populated data from Manage. This allows them to streamline the drafting workflow and enjoy the benefits of time-savings, profitability, and reduce risk of errors.
Speed-up drafting, without the scramble
Skip repetitive tasks like copy-pasting, data entry, maintaining multiple versions of the same document and auto-populate data across sets of docs.
Use cloud-based court forms
Access up-to-date libraries of official court forms across all 50-states. Pre-save sets of standard forms and auto-populate data rather than retyping.