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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
For over ten years, Epoq has led the way in the field of legal document technology. We provide a variety of solutions that utilize a comprehensive set of components to enable the complete online delivery of legal document services to users. The process of document automation, also referred to as document assembly, accelerates the creation of documents by employing versatile and adaptable templates. These templates encompass all necessary clauses and text to generate a specific document, and they are activated during the drafting phase according to the established rules and logic within the template. Our Rapidocs® platform offers context-sensitive assistance and guidance, helping users navigate the more intricate aspects of a document effectively, while also providing detailed notes for reference when needed. This innovative approach significantly decreases the time involved in document creation, while simultaneously enhancing the accuracy and consistency of the final drafts. Ultimately, Epoq’s solutions empower legal professionals to work more efficiently and with greater confidence in their document processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Clio
No
Microsoft Word
No
Pricing Details
$70 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99.00/month
Free Trial
No
Free Version
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
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clio
Founded
2008
Country
Canada
Website
www.clio.com/draft/
Vendor Details
Company Name
Epoq
Founded
1996
Country
United Kingdom
Website
www.epoq.co.uk/document-automation/
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
Product Features
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
Yes
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
