There are a number of ways automated document solutions can help your practice deliver a higher quality of service than your competition. And one of the most impactful places to start is simplifying how you work with clients from information gathering to document signatures.
We've all seen an error in a document once it's too late — when a client sees someone else's name, or the court rejects a form because of a typo — even though it had been proofread. Reduce chances for errors with Clio Draft.
Reduce awkward document errors
Focus on What Matters
Information automatically entered in the right place. Enter information once and Clio Draft populates it throughout your document.
Add and remove clauses automatically based on client information. Quickly adjust pronouns & subject verb agreement to match your needs. Stop re-entering info into the same documents over and over!
Enter information once and simultaneously populate agreements, correspondence, motions, court forms and more. Save sets of documents to populate packets of documents easily.
Waiting on clients to sign documents creates more work for you and your practice. Make e-signatures easier than ever with Clio Draft's built-in tool.
Fill client and matter info into fee agreements, discovery requests & responses, contracts, and more with a few clicks.
Bundle templates as sets to make creation of complex packets faster.
Send for eSignature directly from Clio Draft, or download fully formatted Microsoft Word document and PDF docs .