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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our Intelligent Questionnaires evaluate clients for a range of immigration options while simultaneously gathering the necessary information to complete Immigration Forms, including those with barcodes. Utilize our predefined templates to create your Letters and Retainer Agreement. Enable your clients to monitor their immigration status, upload necessary documents, and process payments through our dedicated client portal. Keep all client documentation organized in a single location. To guarantee the highest level of security for your client information, we implement 256-bit enterprise-level encryption along with a separate database instance exclusive to your organization. Additionally, your account will be temporarily locked after several unsuccessful login attempts, and our CAPTCHA system is in place to thwart automated intrusion attempts effectively. With these measures, you can feel confident about the protection of sensitive data throughout your operations.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Calendly Yes 
Clio No 
Dropbox Yes 
Google Drive Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft Word No 
QuickBooks Online Yes 
Stripe Yes 
Zapier Yes 

Integrations

8am LawPay No 
Calendly No 
Clio Yes 
Dropbox No 
Google Drive No 
Google Workspace No 
Microsoft 365 No 
Microsoft Word Yes 
QuickBooks Online No 
Stripe No 
Zapier No 

Pricing Details

$79 per month
Free Trial No 
Free Version No 

Pricing Details

$70 per month
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 No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CaseEasy

Founded

2017

Country

Canada

Website

caseeasy.ca

Vendor Details

Company Name

Clio

Founded

2008

Country

Canada

Website

www.clio.com/draft/

Product Features

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 

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