What exactly is Clio Draft? Clio Draft is Clio’s new cloud-based advanced document automation software that helps small and medium-size law firms automate document workflows from information gathering to eSign. For example, with our programmable templates tool you can turn your frequently used Microsoft Word-based documents into reusable, all-in-one templates that are fillable with data directly from Clio. With our court forms solution, you collect your client’s information once and then autofill all the court forms required for their case. No manual data input and no duplicate filling of information across multiple documents. The results help legal professionals save time and avoid errors with routine document drafting.
How do I get started using Clio Draft? Fill out this brief form and the Clio team will be in touch with you as soon as possible.
What types of lawyers use Clio Draft? There are more than 3,500 lawyers across North America (and scattered around the globe) who are currently using Clio Draft. Our most common types of users practice Family Law, Estate Planning, Civil Litigation, Business Law and Real Estate. However, that’s a generalization. If you have a legal practice that regularly uses similar sets of documents across multiple clients, there’s a good chance we can help you save time, improve operational efficiency, avoid errors and increase profitability by using our software.
How do you turn Microsoft Word documents into templates? We have an easy-to-use Template Builder that is integrated into Microsoft Word. With the Template Builder, you can convert your frequently-used documents into fillable templates that can be drafted in a fraction of the time on the Clio Draft platform. We also have a dedicated Templating team that can help you get started, but let’s talk more about that when we chat.
How do I fill the document templates? Once your templates are in Clio Draft, you’ll be able to fill them over and over again through a simple online portal. You can import your active contacts from Clio Manage and have that information added to documents with a few clicks. In addition to having the ability to quickly and accurately fill your documents with information like names and addresses, you can also insert and edit entire clauses and paragraphs using conditional logic and other nifty features.
Which court forms are included? With Clio Draft you can access thousands of up-to-date court forms that are state and court specific for all 50 US states and US federal immigration forms. If you’re looking to find out what specific court forms are available, please reach out to us here or you can book a demo with our team at the top of this page.
How are the court forms updated? Say goodbye to manual updates (you can finally get rid of that CD-ROM drive). Clio Draft updates our entire library of court forms automatically, that way you can access the most current version of the form every time you log in to your account.
Can I import clients from Clio into Clio Draft? Yes, Clio Draft has an integration with Clio. Connect your Clio Draft account to Clio once, then reduce data entry by easily adding a new client to Clio Draft directly from Clio. You can also update Clio on time spent drafting client documents directly from within Clio Draft.
What if people want to work remotely? That’s the other benefit of a cloud-based platform. Since you can access Clio Draft from a browser on any computer, anyone with an account at your firm will be able to pick up right where they left off from anywhere. Plus because it’s cloud-based, Clio Draft works on both Windows and Mac computers!
Can I create a template out of a group of forms to use over and over for different clients? Yes! We call these form sets. Clio Draft helps you save time by allowing you to create each form set in minutes and then use that set for any client in the future. You can create as many form sets as you want and each set can include all the forms you typically need for that type of filing.