Overview

Clio Draft is a legal document drafting tool designed to streamline the creation of high-quality, accurate legal documents for law professionals. It simplifies the process by providing customizable templates, smart document automation, and integration with Clio’s broader suite of tools. This platform enables legal teams to create and manage documents more efficiently, ensuring accuracy while saving time. It is particularly beneficial for law firms looking to increase productivity and maintain high standards in document management.

Features and Capabilities:

• Smart Document Automation: Automatically generate documents based on templates and client data.
• Customizable Templates: Use and create tailored legal document templates for various legal needs.
• Integration with Clio Manage: Seamlessly integrates with Clio's case management system for streamlined workflows.
• Cloud-Based: Access documents and data from any device with an internet connection.
• Version Control: Track changes and revisions to documents over time.
• Document Sharing & Collaboration: Share documents securely with clients and colleagues, allowing for real-time collaboration.
• E-Signatures: Include secure electronic signatures for fast client approvals.
• Audit Trails: Maintain a complete record of document edits and client interactions for compliance purposes.
• Legal Compliance: Designed to meet legal standards and ensure compliance with industry regulations.