Gather case details with dynamic questionnaires and automatically generate legal documents
“We send 3-4 questionnaires out a day. We love how easy it is to create them, so instead of wondering what information we need to collect, it’s telling us what’s needed automatically. Our clients love it, it’s clear and super easy to fill out.”
– Kathryn Price, M.S., L.D.A., Price Mediation
Easily build automated questionnaires that use conditional logic to control what questions are shown to your legal clients depending on their responses. No technical expertise required.
Don’t ask your clients the same question more than once. Send professionally branded, multipage questionnaires that they can fill from anywhere, on any device.
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Create questionnaire templates for different case types that you can use again and again—improving efficiency and ensuring consistency across your firm.
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Client responses map to fields in your document templates so you can automatically generate legal documents and court forms, freeing up your time to focus on billable work.
Automated legal client questionnaires are online forms that collect client and case information using conditional logic. With Clio Draft, these responses automatically map to legal document templates, helping law firms generate accurate documents faster—without repetitive data entry.
Legal client questionnaires streamline client intake by:
They allow lawyers to focus more on billable work and less on admin.
No. Clio Draft’s questionnaires require no coding or technical expertise. You can create, customise, and automate dynamic, multi-step questionnaires with simple drag-and-drop tools.
Yes. You can build custom questionnaire templates for different case types and reuse them whenever needed. This ensures consistency and improves firm-wide efficiency.
Yes. Clio Draft’s questionnaires are template service, multipage, and mobile-responsive—so clients can complete them easily from their phone, tablet, or desktop, anytime.
When a client completes a questionnaire, their responses are automatically mapped into your pre-built legal document templates in Clio Draft. This allows you to generate accurate, ready-to-send documents in a matter of minutes—saving time and reducing manual errors.
Yes. Clio Draft follows strict security protocols and is cloud-based and compliant, ensuring that all client data is securely stored and protected.
