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Average Ratings 2 Ratings

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support

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

Complete various templates to generate documents tailored for legal, tax, business, and personal requirements, and then conveniently download your finalized document in either Word or PDF format. You can enhance your document by adding text and eSignatures, as well as utilizing features to erase, redact, highlight, and more. Once your document is finished, you can print or download it in PDF or Word format. FormSwift provides a wide array of complimentary legal documents for individual use, which typically involve no more than two or three parties in most cases. These personal forms can be utilized to facilitate transactions related to products or services, establish contracts that protect parties from potential disputes, or submit official legal requests. Additionally, FormSwift supplies various legal forms for small businesses, such as confidentiality agreements, bills of sale, service contracts, and loan agreements. Small business forms often encompass two or more parties and should meticulously detail all relevant information about either the new or existing small business. It's essential to ensure that all necessary details are included to avoid any misunderstandings or legal complications.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clio Yes 
Microsoft Word Yes 
Shift No 

Integrations

Clio No 
Microsoft Word No 
Shift 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 No 
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 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

FormSwift

Website

formswift.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

Waiver

Customizable Templates Yes 
Data Export Yes 
Online Signing No 
QR Codes No 
Searchable Database No 
Status Tracking No 
Waiver Kiosk No 

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