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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
SREDlog is a software solution designed for the preparation of SR&ED claims, catering to Canadian consultants, accounting firms, and internal teams. It consolidates client documents, supporting evidence, recorded hours, and expenses into a single, efficient workspace. Users can create T661 project narratives that are directly associated with their source documents, evaluate technical and financial choices, gather client confirmations, develop drafts for both federal and provincial forms, and produce an indexed package of supporting materials. The software incorporates AI technology to aid in the drafting process, while the responsible firm retains the authority to review and approve the final output. However, it is important to note that SREDlog does not assess ultimate eligibility, submit claims to the CRA, or provide guarantees regarding results. A 30-day trial period is available, which includes one claim and offers unlimited user access without requiring a credit card. This allows firms to explore the software’s capabilities extensively before committing to a purchase.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Clio
No
Microsoft Word
No
Pricing Details
$70 per month
Free Trial
Yes
Free Version
No
Pricing Details
$2,500 CAD per year
Free Trial
Yes
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
No
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
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
SREDlog
Website
sredlog.com
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
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
