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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
Enhance productivity through improved accessibility and clear visibility of costs, all while safeguarding sensitive information. Tungsten Copitrak serves as a comprehensive solution that effectively monitors and recovers expenses, automates document management processes, and eliminates scanning workflow delays. It ensures that users have the access they need while also delivering valuable insights into spending, profitability, and recovery of costs. Access to certain devices, applications, and resources is restricted to authorized personnel only. Reduce expenses, evaluate expenditures, and manage usage effectively. With Tungsten's OCR features, you can easily and securely track, manage, and locate documents. Additionally, integration with email, line of business (LOB) applications, databases, and other connections is designed to be intuitive, secure, and tailored to meet specific needs. This cohesive platform results in a reduced total cost of ownership while facilitating smooth access across various devices, including smartphones, tablets, and terminals. By streamlining processes, organizations can achieve greater operational efficiency and responsiveness.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Assembly Neos
No
Clio
Yes
Microsoft Dynamics 365
No
Microsoft Word
Yes
NetSuite
No
Oracle Cloud Infrastructure
No
SAP S/4HANA
No
Integrations
Assembly Neos
Yes
Clio
No
Microsoft Dynamics 365
Yes
Microsoft Word
No
NetSuite
Yes
Oracle Cloud Infrastructure
Yes
SAP S/4HANA
Yes
Pricing Details
$70 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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
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
No
Vendor Details
Company Name
Clio
Founded
2008
Country
Canada
Website
www.clio.com/draft/
Vendor Details
Company Name
Tungsten Automation
Founded
1985
Country
United States
Website
www.tungstenautomation.com/products/copitrak
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
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
