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How Evolve Family Law Creates Documents in Seconds with Clio Draft

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CS Landing Page Header Evolve Family Law

Evolve Family Law

  • 2020

    Year Founded

  • 6-10

    Number of Staff

  • 2020

    Started Using Clio

  • Saskatoon, SK, Canada

    Location

  • Flat Fee

    Fee Types

  • Family

    Practice Areas

Impact of Using Clio Draft

Using Clio Draft to automate and streamline legal document drafting tasks, the Evolve Family Law team frees up their lawyers’ time—giving them more bandwidth to serve clients.

  • Icons Customer Story Icon 90 percent

    Decrease time spent drafting a document page from by more than 90%

  • How many hours to lawyers work?

    Increased time for lawyers to spend on high-value and fulfilling legal work

  • Icons Customer Story Icon Client

    Increased capacity to serve more clients

How Clio Draft Helped

Biggest Challenge They Were Looking to Solve:

How Clio Solved It:

As a Clio user, Beau Atkins already knew how Clio’s legal technology could help his team at Evolve Family Law create more efficient and effective systems for practice management and client intake. So, looking at the firm’s manual document drafting process, he saw a challenge—and an opportunity for improvement.

“It just involved a lot more time, and it was a lot more draining from a human resources standpoint.”

Beau sought out a way to help streamline and automate time-consuming drafting workflows.

“We wanted to cut our drafting tasks down as much as we could so that by the time a lawyer was reviewing it, essentially, all of the stuff that was usually copied and pasted was done.”

This is where Clio’s document automation and legal drafting software, Clio Draft, entered the picture for Evolve Family Law.

Using Clio Draft, Beau’s team doesn’t have to start every draft from the beginning. Clio Draft also makes it easier for Evolve Family Law’s administrative staff and law students to help prepare first drafts of documents, which leads to time savings for the firm—particularly for its lawyers.

“It’s freed the lawyers’ time up so that they can focus more on things that you actually need a law degree to do, instead of things that were typically more time wasters.”

“It allows us to get our services through faster so that clients are served quicker, and so that we have greater bandwidth to serve more clients.”

Biggest Challenge They Were Looking to Solve:

As a Clio user, Beau Atkins already knew how Clio’s legal technology could help his team at Evolve Family Law create more efficient and effective systems for practice management and client intake. So, looking at the firm’s manual document drafting process, he saw a challenge—and an opportunity for improvement.

“It just involved a lot more time, and it was a lot more draining from a human resources standpoint.”

Beau sought out a way to help streamline and automate time-consuming drafting workflows.

“We wanted to cut our drafting tasks down as much as we could so that by the time a lawyer was reviewing it, essentially, all of the stuff that was usually copied and pasted was done.”

This is where Clio’s document automation and legal drafting software, Clio Draft, entered the picture for Evolve Family Law.

How Clio Solved It:

Using Clio Draft, Beau’s team doesn’t have to start every draft from the beginning. Clio Draft also makes it easier for Evolve Family Law’s administrative staff and law students to help prepare first drafts of documents, which leads to time savings for the firm—particularly for its lawyers.

“It’s freed the lawyers’ time up so that they can focus more on things that you actually need a law degree to do, instead of things that were typically more time wasters.”

“It allows us to get our services through faster so that clients are served quicker, and so that we have greater bandwidth to serve more clients.”

“One of the biggest benefits of adopting Clio Draft has been the decrease of work for my team and the strain on my team. We’re able to quickly get drafts through.”

Top 3 Ways Clio Draft has Positively Impacted their Workflows

Drafting document pages takes just a fraction of the time—so the team can focus on more fulfilling work

“Depending on the size of the document, I would estimate that we were probably spending anywhere from 10, 15, 20 minutes on drafting per page of a document, and we’ve shaved that down considerably. Now, it’s almost the click of a button. Maybe 30 seconds.”

“For my team members, Clio Draft decreases the amount of time they’re doing more monotonous work of just copying and pasting information from one source to another. It makes it automatic.”

“It’s also about the value that the team gets from that work. Manual document drafting is very tedious. The team is not feeling fulfilled from that type of work. It’s one of those areas where I’m very happy to hand it off to the machines, because nobody otherwise gets any excitement or benefit from doing the work.”

“The way we’ve implemented Clio Draft, we no longer have to spend our time starting the draft from scratch. By the time document drafts get to the lawyers, a lot of the work and the heavy lifting has been done.”

Clio Draft allows the firm to streamline and centralize its legal drafting workflows

“In terms of workflows, all of our drafting tasks typically go through Clio Draft. I did require some initial investment in time to put together all the precedents and everything, and it’s paid dividends since.”

With Clio Draft helping to automate and streamline the drafting process, the team is able to delegate initial document creation tasks to other staff, freeing up lawyer time.

“Clio Draft has basically taken the lawyers off of drafting. Most of the drafting tasks go to either law students or administrative staff who are able to very quickly and easily hammer out a first draft for the lawyer to review and polish.”

A faster drafting process helps provide a better client experience

Using Clio Draft to speed up document drafting, Beau’s team is able to give their family law clients a better experience during high-stress times.

“The other benefit is the angst that we see from our family law clients is cut down because they’re getting these documents much sooner than they typically would.”

“Clients are on pins and needles, and the sooner that we can get them correspondence and moving things forward, and that they know things are progressing in a forward direction with some momentum, the more confident and comfortable they often feel.”

What’s next

Now that the firm has implemented Clio Draft, Beau is proud of his team and the results that they’ve achieved by making the most of the software’s features.

“I’m super proud of my team that was able to put this all together. They’ve put in a lot of really hard work and dedication to make our investment in Clio Draft pay off.”

In the future, Beau and the Evolve Family Law team look forward to finding new ways to work more effectively and grow as a thriving business—and Beau looks forward to doing so alongside Clio.

“We’re certainly excited about upcoming feature developments, and we hope that Clio’s product continues to grow and improve.”

Clio Products Used

Clio Draft

Spending too much time drafting legal documents? Meet Clio Draft. Transform your existing Word docs into easy-to-fill, online legal templates and quickly complete projects such as pleadings, motions, estate planning documents, and more. Auto-fill legal court forms without retyping client or matter information and finish off with built-in eSign. Learn more.

Clio Manage

Cloud-based legal practice management software that lets you run your firm, organize cases, and collaborate with clients from one place.Learn more.

Clio Grow

Client intake software that organizes and automates your system for incoming clients. Learn more.

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