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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Softology's Document Management system is designed to effortlessly integrate with your current systems and legacy applications, including Sage, Sun Accounts, Qube, Yardi, MS Office, Lotus Notes, CRM platforms, as well as property management and accounting software, allowing for a quick and hassle-free installation that maximizes your existing investments. In line with the British Standard document BSI BIP0008, which addresses the 'Legal Admissibility and Evidential Weight of Information Stored Electronically', our software ensures that it can be utilized in scenarios where documents serve as the definitive legal version. This comprehensive functionality translates into a rapid return on investment for any organization that relies heavily on documents and their contents. Softology's Document Management stands out as a versatile enterprise-wide solution, adaptable for use across various departments, while its modular design allows you to pay solely for the features you require. Additionally, this flexibility empowers your business to tailor the system precisely to its operational needs, enhancing overall efficiency and productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clio
Microsoft Word

Integrations

Clio
Microsoft Word

Pricing Details

$70 per month
Free Trial
Free Version

Pricing Details

$7500 one-time payment
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clio

Founded

2008

Country

Canada

Website

www.clio.com/draft/

Vendor Details

Company Name

Softology

Website

www.softology.co.uk/docman.html

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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