Create Dynamic Templates Using Conditional Logic
Our conditional logic functionality allows law firms to adjust pronouns and verbs to agree with client-specific details or add and remove clauses based on case information. Cloud-based technology ensures your team is always using the latest version of the document, so you don’t have to worry about mistakes or missing updates.
Advanced document drafting for modern law firms
Field-based conditions
Produce error-free documents quickly and easily using conditions triggered by field values in a template. Add or remove clauses based on specific client and matter information, for example.
Standalone conditions
Trigger conditions independently of template field data by using answers from a multiple-choice field or similar input. Sets of documents can be updated simultaneously based on those answers.
Pronouns
Easily update personal pronouns (he/she/they) based on client information with conditions that automatically populate pronoun variations (him/her/them) throughout documents. Create rules once and then easily re-use them in other templates.
“A lot of the responses to these judicial council forms are the same in every case. Clio Draft makes it easy to complete forms without manually entering the same information. I’m using Clio Draft every day.”
Why Clio Draft?
Trigger specific clauses, adjust pronouns, and change subject-verb agreement based on client information. Create sets of documents without worrying about awkward typos.
Stop maintaining multiple versions of MS Word docs or manually updating them for each new matter. Use a variety of operators to go beyond if/then rules to unlock advanced functionality
Draft with ease
Avoid errors
Save time and grow
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