Virtual Event

Legal Document Automation with Clio

Looking for a quicker way to create, update, and send legal documents? Join this 30-minute free session to learn how Clio’s document automation can help.

Wednesday, 13 July, 2022 at 10 a.m. BST


Quicker legal document creation and management with Clio

Are manual document processes slowing your law firm down? Are you looking for ways to make legal document creation quicker, easier, and more accurate? 

Clio’s document automation can help. 

Join James Casey, Practice Management Consultant with Clio, for a free 30-minute online session as he discusses:

  • How document automation can make your firm more efficient
  • How to create a document template for your most common document types that you then can use to create bespoke documents for every client
  • How to automate the sending of documents to clients and for e-signature
  • How to file documents for easier access and record-keeping
  • The application integrations that can make this process event quicker

James will also be on hand to answer your document automation questions. 

Duration: 30 minutes

(Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!)

CPD: *Scotland: All solicitors are required to undertake a minimum of 20 hours CPD in each practice year; a minimum of 15 hours must be verifiable CPD. Attending this live event will mean you can claim 30 minutes of verifiable CPD.


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James Casey

Practice Management Consultant, UK


James Casey is a Practice Management Consultant with Clio. While he is now located in Ireland, he comes from Newcastle upon Tyne in the northeast of England and works to assist and empower law firms in the UK.

He joined Clio in 2021 after working in the sales field for 23 years and in the SaaS space for 10 of those years.

James helps lawyers to gain a better understanding of how running their firm as a business can benefit law firms, legal staff, and legal clients. He is driven by the desire to assist legal firms to do their best work, including by showing them how to streamline processes and increase client satisfaction while favouring their bottom line.