Average Ratings 59 Ratings
Average Ratings 0 Ratings
Description
Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.
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
API Access
Has API
Integrations
Abby Connect
AccessOwl
Bundledocs
Caseflood.ai
Cognito Forms
Dialpad Sell
Docubee
ECFX Notice
ForwardAI
Hivelight
Integrations
Abby Connect
AccessOwl
Bundledocs
Caseflood.ai
Cognito Forms
Dialpad Sell
Docubee
ECFX Notice
ForwardAI
Hivelight
Pricing Details
$39.00/month/user
Free Trial
Free Version
Pricing Details
$70 per month
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
Themis Solutions
Founded
2007
Country
Canada
Website
www.clio.com
Vendor Details
Company Name
Clio
Founded
2008
Country
Canada
Website
www.clio.com/draft/
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
Court Management
Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking
Docketing
Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking
Enterprise Legal Management (ELM)
Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Calendar
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Legal Research
AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
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