Whether you’re working in estate planning, family law, or litigation, this guide shows how conditional logic and smart template design can help you create dynamic, reusable legal templates that adapt to each client’s unique situation. Plus, discover how to collect case data directly from clients using Clio Draft’s legal intake questionnaires.
Download this free legal automation guide to learn how to:
- Automate legal documents using Microsoft Word and Clio Draft
- Create intelligent templates with conditional logic and merge fields
- Reduce drafting errors with smart formatting and grammar logic
- Streamline client intake with custom legal questionnaires
- Save time and scale your document processes firm-wide
If your law firm is ready to simplify document creation and boost productivity, this guide is the perfect place to start. Download now and take your legal drafting to the next level.
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Find out how thousands of law firms are using our web-based document automation software to save time, reduce errors and improve efficiency.
Complete sets of documents all at once without retyping client information over and over. We can also help convert your existing Word docs into templates in our platform.
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