Commonly Automated Documents by Practice Type

The types of projects that Clio Draft users have successfully integrated into an automated document workflow are wide ranging and include nearly all practice areas and jurisdictions. The list below is a non-exhaustive sample of some of the types of documents that are a great fit for Clio Draft.

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Client Correspondence

• Engagement Agreements
• Letters of Representation
• Litigation Hold Letters
• Budget Estimates
• Disengagement Letters

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Personal Injury

• HIPPA Authorizations
• Demand Letters
• Protective Orders
• Meet and Confer Letters

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Estate Planning

• Last Will and Testament
• Statutory Power of Attorney
• Medical Power of Attorney
• Advanced Health Care Directives

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Family Law

• Petition for Divorce
• Marital Settlement Agreement
• Parenting Plans
• Decree of Divorce
• Affidavits

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Employment Law

• Offer Letters
• Separation Agreements
• Commission/Bonus Plans
• Employee Handbooks
• Personnel File Requests

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Business Law

• Articles of Organization
• Corporate Bylaws
• Shareholder Consent to Action Without Meetings
• Restricted Stock Purchase Agreements
• Option Grants
• LLC Membership Agreements

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Litigation

• Notice of Appearance
• Complaints
• Summons
• Ex Parte Applications
• Deposition Notices and Objections
• Discovery Requests
• Stipulations
• Motion to Compel
• Motions in Limine
• Proposed Orders

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