Clio Draft
Everything you need to save time, reduce errors, and simplify routine drafting.
Features:
- AI turns your MS Word documents into reusable templates.
- Access one library of up-to-date fillable PDF court forms for your area.
- Gather client information faster with AI-powered questionnaires.
- Automatically populate whole sets of documents at once.
- Built-in federally compliant e-signatures.
- Seamless integration with Clio Manage.
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- AI turns your MS Word documents into reusable templates
- Access one library of up-to-date fillable PDF court forms for your area
- Gather client information faster with AI-powered questionnaires
- Automatically populate whole sets of documents at once
- Built-in federally compliant eSignatures
- Direct integration with Clio Manage
Frequently asked questions
Why is Clio the legal AI software you can trust?
Clio is legal AI that knows your matters, your clients, and the law. It's built with the security and control firms require. The AI is grounded in your matters, cites its sources, and you review and approve everything before it reaches a client or court.
How does Clio keep my firm's data secure?
Your data is encrypted in transit and at rest. Clio maintains SOC 2 Type II and ISO 27001 certifications and meets GDPR requirements, and we back up your data across regions multiple times a day. Independent third parties audit our security and privacy on a regular basis.
Is Clio reliable, and will my data always be available?
Yes. Clio runs on a 99.9% uptime guarantee, so your firm's data is available when you need it. Every plan includes unlimited storage, encrypted backups, and two-factor authentication, and you can access your account securely from anywhere.
Can I export my data whenever I want?
Clio supports data portability, backups, and exports. You can retrieve anything you put into your account at any time, in open, non-proprietary formats.
Is my firm's data used to train AI?
No. Your firm's data stays in Clio and is never used to train AI models or for any other external purposes. Client and matter information stays private to your firm and is protected by the same standards as the rest of your account.
How accurate is Clio's AI, and can I trust what it produces?
Clio's AI is grounded in your matter details and authoritative legal sources, and it cites those sources so you can check the work. It handles the first pass so you can focus on the judgment calls, and you review and approve everything before it reaches a client or a court.
Is AI included in my plan?
Yes. AI is built into every Clio plan, not sold as a separate add-on. It works inside your matters to draft client updates, summarize case details, prioritize tasks, and prep billing, so routine work starts from a draft instead of a blank page.
Which plan is right for my firm?
Our team helps you find the plan matched to your firm and goals, with a guided setup to get you running. Book a demo to walk through the plans and get pricing for your firm.
How often does Clio add new features?
We ship product improvements several times a month, shaped by feedback from firms like yours. Updates roll out automatically, so you're always on the latest version with nothing to install.
What training and support are included?
Every plan includes unlimited access to training and support. Our learning resources cover product walkthroughs, how-to videos, and FAQs. Our support team is available by phone, email, or live chat 24/5, from Monday morning through Friday evening.
What is Clio's cancellation policy?
You can cancel your subscription at any time. Note that the current term, whether monthly or annual, isn't refundable.