Tutorial 1: Setting up your legal documents
Learn the fundamentals of setting up a legal template in Microsoft Word and set yourself up for success. Once you have the right template, it’s easy to populate it to other projects.
- Paragraph and section numbering
- Adding table of contents
Eliminate repetitive work
Stop retyping data and copy-pasting text. Auto-populate sets of forms with Clio client and matter data instantly.
Use smart formatting to adjust pronouns, verb, or add/remove clauses automatically.
Customize sets of forms
Add custom fields, auto-shrink text, and pre-save sets of forms in a fraction of time.
Send docs for eSignature
Select documents, add signees, review package, and send to client for eSign in a few clicks.
Access workflows remotely
Cloud-based software works from anywhere. No installation required.