Automate legal document templates for your law firm

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.

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.

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.

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.

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, empowering team members to collaborate effectively, regardless of their physical location.

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.

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 legal 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.