Document Automation and Building Legal Documents in MS Word
Legal documents are the crux of law firms. But the preparation of forms, appeals, contracts, and hundreds of other docs can take up countless hours for legal professionals. The manual process of document creation is slow, tedious, and error-prone, making this one of the most time-consuming processes in legal.
Firms that use Microsoft Word to build routine legal docs can truly benefit by employing its full range of free features and simplifying the drafting workflow. Most of what makes the platform such a powerful text editing tool is often left unexplored. Taking some time to learn the shortcuts and handy tools can save you hours' worth of time in legal drafting.
Download this eBook to learn quick tips on using MS Word's free features to build legal documents and how automation can help streamline your drafting workflow. Here's what you'll walk away with:
- Tips on using MS Word free features
- Automated templates and their benefits
- How to evaluate document automation solutions
FAQs
Simply click the download button under each template name, open the .docx file in Microsoft Word, and save a copy to your firm’s document library. You can then customize fields like client name, date, and fee terms right in Word—no extra software required.
Absolutely. All templates are fully editable—add or remove sections, adjust layout, and insert your firm’s branding. For faster customization, import the template into Clio Draft to auto-populate client data and reuse clauses across matters.
This collection includes an engagement letter, letter of representation, declination letter, end of engagement letter, confidentiality agreement, power of attorney, non-disclosure agreement, retainer agreement, settlement agreement. Each template covers the most common law‑firm needs, ready for you to tailor.
Clio Draft lets you link your Word templates to client records so fields auto‑populate. This reduces manual entry, ensures consistency, and speeds approvals.
Yes—all templates are complimentary and royalty‑free. They’re provided as starting points; you remain responsible for reviewing and adapting them to your jurisdiction and matter specifics.
Download the guide
Find out how thousands of law firms are using our web-based document automation software to save time, reduce errors and improve efficiency.
Complete sets of documents all at once without retyping client information over and over. We can also help convert your existing Word docs into templates in our platform.
Watch a two-minute video about how Clio Draft works.
Complete routine drafting in less time
Build complex documents faster with conditional logic
Avoid errors from manual drafting processes
Update pronouns and subject/verb agreement with ease
Cloud-based to simplify remote work
