Jumpstart your legal template creation
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Uncover areas to grow
Our team will build your templates, find the right automation opportunities, and refine your workflows.
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Access ready-to-go legal templates
Browse our library of document templates for any jurisdiction, all within the Clio Draft Template Exchange.
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Set your firm up for success
Learn your way with how-to videos, on-demand webinars, and one-on-one training sessions.
How legal document automation can help your firm
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Gain more time
Cut time spent on routine legal drafting in half with legal document automation.
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Eliminate repetitive work
Instantly populate multiple documents with case and client information.
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Work from anywhere
Collaborate with your team and clients using Clio Draft’s secure, cloud-based document automation.
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Reduce document versions
Use conditional logic to automatically adjust pronouns, verbs, and clauses to specific case details.
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Avoid case delays
Ensure your legal documents and court forms meet your court’s formatting requirements.
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Collect e-signatures
Create, review, and send document packages for e-signature with just a few clicks.
Explore more document automation features
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Court Forms
Spend less time looking for court documents with our up-to-date library, featuring thousands of fillable PDF forms for all U.S. states.
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Advanced Document Automation
Turn your Microsoft Word documents into smart templates that auto-populate with case information so you don’t have to maintain multiple versions.
Automate your legal drafting
Getting started has never been easier. Jumpstart your document creation with our legal template services today.
Legal document templates FAQs
What is Clio Draft’s legal document template service?
Clio Draft’s legal document template service offers law firms access to a comprehensive library of customizable templates, including court forms and other legal documents. These templates can be tailored to specific legal needs, incorporating conditional logic to adjust content based on particular criteria, thereby enhancing efficiency and accuracy.
How does Clio's legal template exchange platform work?
Clio’s legal template exchange platform, known as the Template Exchange, allows users to browse and download a wide array of free and low-cost templates categorized by jurisdiction and practice area. This platform facilitates the sharing and acquisition of templates, enabling legal professionals to find resources that align with their specific requirements.
What are the key features of Clio’s legal template service?
Clio’s legal template service includes several key features:
- Extensive Template Library: Access a vast collection of templates covering various jurisdictions and practice areas.
- Customizable Templates: Modify templates to suit specific legal needs, incorporating conditional logic to adjust content based on particular criteria.
- Cloud-Based Accessibility: Access templates from anywhere with an internet connection, facilitating collaboration and remote work.
- E-Signature Integration: Utilize built-in, federally compliant e-signature functionality to send documents for electronic signatures directly through the platform.
What are the benefits of using Clio Draft’s cloud-based template service?
Using Clio Draft’s cloud-based template service offers several benefits:
- Accessibility: Access templates from any location with an internet connection, enabling remote work and collaboration.
- Efficiency: Automate the creation of documents, reducing manual data entry and minimizing errors.
- Security: Benefit from secure storage and management of templates, ensuring compliance with legal standards.
How can Clio Draft’s Template Service improve my firm's efficiency?
Clio Draft’s Template Service can improve your firm’s efficiency by:
- Reducing Drafting Time: Automate document creation by converting existing Word files into dynamic online templates, significantly cutting the time spent on routine legal drafting and enabling quick, accurate document preparation.
- Ensuring Consistency: Use standardized templates to maintain uniformity across all documents, reducing errors and enhancing professionalism.
- Facilitating Collaboration: Access templates from any location with an internet connection, enabling team members to collaborate effectively, regardless of their physical location.
How does Clio Draft’s Template Service handle updates to legal templates?
Clio Draft’s Template Service ensures that templates are regularly updated to reflect the latest legal standards and requirements. Users can access the most current versions of templates, ensuring compliance and accuracy in document preparation.
What kind of legal templates customer service does Clio provide?
Clio provides comprehensive customer service for its legal templates, including:
- Template Building Services: Assistance in creating custom templates tailored to specific legal needs. Our team will build your templates, identify the right automation opportunities, and refine your workflows to ensure efficiency and accuracy.
- Onboarding Tools: Resources such as how-to videos, on-demand webinars, and personalized sessions to help users get started with the template service.
- Support Access: Live chat, email, and phone support to address any questions or issues related to the template service.
