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Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits

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  • Pricing
Platform + Products

Platform

  • Legal AI

    AI grounded in your matters and the law, built into the workflows you use daily

  • Trust & Security

    Enterprise-grade security and compliance, backed by a dedicated in-house team

  • Integrations

    Connect Clio to 300+ apps your firm already relies on

Explore Platform

Products

  • Clio Work

    Take on complex legal work, from research & analysis to strategy & drafting

  • Clio Manage

    Centralize matters, clients, & finances to run a productive firm

  • Clio Grow

    Attract new clients, simplify intake, & build lasting relationships

  • Clio Operate Enterprise

    Manage complex matters, coordinate teams, & standardize workflows for large law firms

  • Vincent Enterprise

    Strengthen legal analysis, strategy, & drafting for large law firms & legal teams

Explore all capabilities
Who We Serve

Who We Serve

Software for solos to Large Law and in-house teams, across every area of law.

  • Solo Firms
  • Small Firms
  • Mid-sized Firms
  • Large Law
  • In-House
  • Government
Explore Who We Serve

Areas of Law Practice

  • Administrative
  • Bankruptcy
  • Business & Compliance
  • Civil Litigation
  • Criminal
  • Elder
  • Employment
  • Estate Planning
Explore Practices
  • Family
  • General Practice
  • Government
  • Immigration
  • In-House Counsel
  • Intellectual Property
  • Personal Injury
  • Real Estate
Legal Trends Report book by Clio.

Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits.

Learn more
Enterprise

Enterprise

Legal AI and operations built for large law firms and in-house legal teams.

  • Large Law

    Strengthen margins, embed firm expertise, and deliver client value at scale.

  • In-House

    Standardize operations, control outside counsel spend, and move faster.

Explore Enterprise

Platform

  • Trust & Security

    Enterprise controls like SSO, audit trails, and ethical walls protect your data.

  • Vincent in Operate

    Vincent is legal AI built into Clio Operate, reasoning from your firm’s matters and the law behind them.

Products

  • Clio Operate

    Move high-volume matters across teams with workflows, approvals, and governance large firms need.

  • Vincent

    Use enterprise legal AI to verify citations and deliver court-ready answers from 1B+ curated legal sources.

Resources

Resources

  • News & Press
  • Legal Trends Report
  • Blog
  • Customer Stories
  • Guides
  • Events
  • On-Demand Webinars
  • Help & Support
Explore Resources

Trending Topics & Tools

  • AI for Law Firms

    A practical guide to using AI

  • Law Firm Marketing Popular

    Attract and convert more clients

  • Starting a law firm Popular

    A step-by-step guide

  • Law Firm Billing

    Best practices for all things billing

  • Hourly Rate Benchmark Calculator

    Compare rates to lawyers in your area

  • Court forms

    Find legal forms by state

  • Legal Document Templates

    900+ free legal templates

Training & Events

  • ClioCon Registration Open

    The biggest event in legal

  • Clio Academy

    Free, on-demand courses

  • Live Training

    Live expert-led sessions

  • Clio Connects Roadshow

    1:1 time with Clio experts

  • Continuing Legal Education

    Earn free CLE credits

  • Legal AI Accelerator

    Free, practical legal AI skills

  • MS Word Certification for Paralegals

    Free, self-paced training

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Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits

Learn more
Sign in Try Clio for Free
  1. Clio
  2. Legal Templates

Free General Legal Templates

Select your practice type

All General Templates

  • Attorney Client Services

    Client Status Update Letter

    • Microsoft Word

    Consistent and clear communication is vital for client satisfaction and ethical compliance. This template provides a standardized Client…

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  • Attorney Client Services

    End of Engagement Letter

    • Microsoft Word

    Properly concluding a legal matter is just as important as starting it. Failure to formally terminate representation can lead to…

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  • Attorney Client Services

    Letter of Representation

    • Microsoft Word

    Establishing a clear and professional relationship is the foundation of effective client management. This template provides a concise and…

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  • Attorney Client Services

    Litigation Hold Letter

    In litigation, a firm must formally instruct a client to preserve all potentially relevant evidence. This Litigation Hold Letter template…

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  • Attorney Client Services

    Prospective Client Declination Letter

    • Microsoft Word

    When law firms decline inquiries, an important risk management step is to decline using a standardized Declination Letter to formally…

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  • Attorney Client Services

    Fee Sharing Letter to Client

    Fee-sharing arrangements between attorneys must be communicated clearly and formally to the client, outlining the scope and division of…

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  • Attorney Client Services

    Firm Letterhead

    Professional correspondence requires a consistent, polished presentation. This Firm Letterhead template provides a standardized design for…

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  • Attorney Client Services

    Firm Letterhead

    This Firm Letterhead template provides a professional and consistent design for all official firm communication. Utilizing a standardized…

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  • Attorney Client Services

    Letter re Notice of Court Appearance

    When a new attorney takes over a file or makes a first appearance, a formal notification is required. This Letter…

    View template
  • Attorney Client Services

    Memorandum

    Internal or external memoranda are essential tools for legal analysis, strategy documentation, and case organization. This Memorandum…

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  • Attorney Client Services

    Representation Agreement (Estate Planning)

    The engagement agreement is the foundation of the attorney-client relationship. This Representation Agreement (Estate Planning) template is…

    View template
  • Attorney Client Services

    Representation Agreement (Personal Injury)

    • Microsoft Word

    The financial relationship between a personal injury firm and its client is often based on a contingency fee, and as…

    View template
  • Attorney Client Services

    Personal Injury Intake (Auto)

    The initial data capture for a personal injury claim must be thorough and systematic. This Personal Injury Intake (Auto) template…

    View template
  • General Business Law

    Confidentiality Agreement (Independent Contractor)

    Protecting business proprietary information when engaging outside help is critical. This Confidentiality Agreement (Independent Contractor)…

    View template
  • General Business Law

    Employee Compensation Agreement

    Formalizing the financial relationship between a company and its employees requires a clear, legally compliant document. This Employee…

    View template
  • General Business Law

    Full-time Employment Offer Letter

    A professional and well-structured offer letter is key to attracting and retaining talent. This Full-time Employment Offer Letter template…

    View template
  • General Business Law

    Part-time Employment Offer Letter

    When hiring for flexible roles, the employment terms must be clearly defined. This Part-time Employment Offer Letter template is tailored…

    View template
  • General Business Law

    Liability Waiver (Releasing Entity)

    Entities offering potentially risky activities require a formal waiver to protect against liability. This Liability Waiver (Releasing…

    View template
  • General Business Law

    Liability Waiver (Releasing Person)

    In specific agreements, one person may release another person from potential liability. This Liability Waiver (Releasing Person) template…

    View template
  • General Business Law

    Non-Compete Agreement (Entity)

    Protecting a company’s proprietary interests after an employee leaves requires a formal non-compete agreement. This Non-Compete Agreement…

    View template
  • General Business Law

    Non-Compete Agreement (Individual)

    • Microsoft Word

    Protecting proprietary business interests and client relationships is a top priority for any firm advising commercial clients. This…

    View template
  • General Business Law

    Confidentiality Agreement (Independent Contractor)

    • Microsoft Word

    Many businesses routinely rely on independent contractors, making the protection of sensitive information crucial. This template offers a…

    View template
  • Uniform Laws

    Transfer under Uniform Custodial Trust Act

    The Transfer under Uniform Custodial Trust Act template is a compliant mechanism for transferring property to a trustee for the…

    View template
  • Uniform Laws

    Power of Attorney

    • Microsoft Word

    A Power of Attorney (POA) is one of the most critical documents in estate planning, but its validity hinges on…

    View template
  • Uniform Laws

    Advance Health Care Directive

    • Microsoft Word

    A Health Care Directive is an indispensable part of comprehensive estate planning, granting clarity in medical crises. This template…

    View template
  • Uniform Laws

    Agent's Certification

    To address third-party reluctance in accepting a power of attorney, this Agent's Certification template (based on the UPOAA) provides a…

    View template
  • Uniform Laws

    Revocable Transfer on Death Deed

    • Microsoft Word

    A Revocable Transfer on Death (TOD) Deed is an efficient, non-probate tool for transferring real property. This template provides a…

    View template
  • Uniform Laws

    Revocation of Transfer on Death Deed

    As property plans change, a prior transfer on death deed may need to be formally rescinded. This Revocation of Transfer…

    View template
  • Estate Planning

    Revocable Family Trust Agreement

    A Revocable Family Trust Agreement is the cornerstone of many estate plans, providing a mechanism for asset management during life…

    View template
  • Estate Planning

    Pour Over Will

    A Pour Over Will is a key component of a trust-based estate plan, ensuring that any assets not titled in…

    View template
  • Uniform Laws

    Marital Separation Agreement

    • Microsoft Word

    A Marital Separation Agreement (MSA) is a comprehensive contract that resolves all issues between divorcing or separating parties. This…

    View template
  • Uniform Laws

    Petition for Guardianship for Minor

    When a minor requires a legal guardian, a formal request must be made to the court. This Petition for Guardianship…

    View template
  • Uniform Laws

    Notification of Rights

    In protective proceedings, the court must formally notify the protected person of their rights, the allegations, and the proceedings. This…

    View template
  • Intellectual Property

    Trademark Cease and Desist Letter (Friendly)

    • Microsoft Word

    Prompt, professional action is key to protecting a client's trademark rights. This template offers a "friendly" version of a Trademark…

    View template

Turn free templates into automated workflows

See how Clio Draft helps

Auto-fill client data

Populate the fields of any legal document template with client and matter details you already store in Clio. Reduce manual entry and cut errors.

Clause library

Build a reusable clause library and insert the right language every time. Keep templates current without hunting through old files.

E-signature

Send documents for secure e-signature, track status, and file the signed copy back to the matter automatically.

Legal runs on Clio.

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