Collecting client data doesn’t have to cost you hours
Gather case details with dynamic questionnaires and automatically generate legal documents.
We send 3-4 Questionnaires out a day. We love how easy it is to create them, so instead of wondering what information we need to collect, it’s telling us what’s needed automatically. Our clients love it, it’s clear and super easy to fill out.
Improve the client and firm experience with legal questionnaires
Gather client information faster
Easily build automated questionnaires that use conditional logic to control what questions are shown to your legal clients depending on their responses. No technical expertise required.
Build client trust
Don’t ask your clients the same question more than once. Send professionally branded, multi-page questionnaires that they can fill from anywhere, on any device.
Improve your firm's efficiency & consistency
Create questionnaire templates for different case types that you can use again and again—improving efficiency and ensuring consistency across your firm.
Create legal documents in minutes
Client responses map to fields in your document templates so you can automatically generate legal documents and court forms, freeing up your time to focus on billable work.
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.
Learn more about Court Forms
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Learn more about Document Automation
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.
Ready to automate your document creation?
See how you can create legal questionnaires, collect client data, and automatically generate documents with Clio Draft.