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Description
Clio Draft is a legal document automation platform designed to help attorneys draft, manage, and finalize legal documents with greater speed and consistency. The software uses AI to transform existing legal documents into reusable templates, allowing firms to automate repetitive drafting tasks and standardize document creation. Legal professionals can generate multiple documents for the same matter simultaneously, minimizing manual data entry and reducing the risk of errors. The platform provides access to thousands of current court forms, including state, county, and federal immigration forms that can automatically populate with case information. Clio Draft includes customizable online questionnaires that gather client details and dynamically adapt based on responses, making intake more efficient. Integrated e-signature functionality enables firms to send, sign, and manage documents electronically from virtually any location. Documents are stored securely in the cloud and can be accessed, edited, downloaded, and shared across devices. The platform also integrates with Clio Manage, allowing client and matter information to flow directly into document templates without duplicate entry. By automating drafting, intake, form completion, and document execution, Clio Draft helps law firms save time while improving accuracy and productivity.
Description
Access a comprehensive visual summary of client matters on one screen, available from any device including computers, smartphones, or tablets. Efficiently assign and monitor key tasks to adhere to court deadlines while keeping track of the status and progress of all active cases. Strengthen client relationships and enhance billable hours through an organized approach. With a single-screen overview of projects, deliverables can be assigned and tracked with tasks directly linked to relevant content. Foster collaboration by connecting customers, partners, and vendors seamlessly. Efficiently store, discuss, search, and share documents and files, ensuring that everything you need is just a click away on any device. Enjoy secure legal collaboration without the need for complex servers or programming. You can search thoroughly across all matters and documents, allowing for enhanced efficiency. The system is fully customizable to align with your legal processes, leading to improved organization and security. This includes comprehensive security measures, access control features, and centralized administration, ensuring that all aspects of your practice are well-managed and protected. Stay ahead of your workload with these innovative tools designed to streamline your legal operations.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Clio
No
Microsoft Word
No
Pricing Details
$70 per month
Free Trial
Yes
Free Version
No
Pricing Details
$40 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Clio
Founded
2008
Country
Canada
Website
www.clio.com/draft/
Vendor Details
Company Name
PBworks
Founded
2005
Country
United States
Website
www.pbworks.com/legal.html
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
