LIVE TRAINING

Get Started: Drafting in Clio Work

Learn how to turn Clio Work into your firm's drafting hub, from first draft to finished document.

  • RESOURCE TYPE: Training
  • DURATION: 60 minutes
  • LEVEL: Beginner
  • PRODUCT: Clio Work

Session Details

In this session, we’ll show you how to turn Clio Work into your firm’s drafting hub, covering everything from blank-page documents to firm-wide templates and a built-in court forms library.

In this session, you'll learn how to:

  • Draft a document from scratch in Clio Work
  • Format and finalize documents in the Editor
  • Turn existing documents into reusable templates
  • Pull and populate court forms automatically

This session includes a 60-minute training followed by a 15-minute Q&A with our live training team.