Clio Draft’s Guide to Document Automation Using Conditional Logic
Streamline Legal Document Drafting with Automation and Conditional Logic
Law firms spend up to 20% of their time on legal document drafting—but with the right tools, you can cut that time significantly. In this free guide, Document Automation Using Conditional Logic, you’ll learn how to automate legal documents using Microsoft Word and Clio Draft to save time, reduce errors, and improve accuracy across your legal workflows.
Whether you're working in estate planning, family law, or litigation, this guide shows how conditional logic and smart template design can help you create dynamic, reusable legal templates that adapt to each client’s unique situation. Plus, discover how to collect case data directly from clients using Clio Draft’s legal intake questionnaires.
Download this free legal automation guide to learn how to:
- Automate legal documents using Microsoft Word and Clio Draft
- Create intelligent templates with conditional logic and merge fields
- Reduce drafting errors with smart formatting and grammar logic
- Streamline client intake with custom legal questionnaires
- Save time and scale your document processes firm-wide
If your law firm is ready to simplify document creation and boost productivity, this guide is the perfect place to start. Download now and take your legal drafting to the next level.
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
