Creating and Using Templates in Clio Draft

In this course we will teach you how to turn Microsoft Word documents into model templates using Clio Draft's Template Builder.

Introduction to Lawyaw
Key Concepts and Terminology
3:49
Clio Users: Getting Started
6:29
The Platform
4:33
The Template Builder
3:27
Selecting Documents to Turn Into Templates
5:10
Creating Model Templates
How Information is Saved: Fields and Cards
2:53
Clio Users: Using Clio Information in Lawyaw
12:53
Roles versus Other Cards
4:24
Prepping Templates
1:40
Importing Cards and Fields
0:53
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
1:15
Adding Cards
2:44
Adding Fields to Cards and Hints
2:15
Duplicating Cards
0:34
Collapse and Collapse All Cards
0:31
Inserting Fields and Bulk Insert
2:33
Multiple Choice Fields
2:03
* NEW * Multi-Select Fields
9:57
Formatting Fields
0:49
Advanced Topic: Formatting your Data
1:56
Deleting Fields
0:34
Reordering Fields and Cards
0:28
Test your Skills #1
Stepping Through Test Your Skills #1
12:14
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
3:46
Advanced Topic: Choosing the Right Design for your Rules
5:13
Inserting Conditions
3:30
Moving Conditions
1:09
Using Conditions for Multiples
3:07
Nested Conditions
1:48
Triggering Conditions from Multiple Choice Fields
3:03
Standalone Conditions
4:11
Reviewing, Testing and Troubleshooting Conditions
3:06
Test Your Skills #2
Stepping Through Test Your Skills #2
18:46
More Practice #1
8:19
Generating Documents
The Journey
1:04
Assigning Contacts to Roles
1:17
Optional Highlighted Changes
1:17
Template Sets
2:05
Saving, Editing and Transferring Templates
Saving Templates
1:34
Editing Templates
1:31
Transferring Templates
1:09
Deleting Templates
0:36
Electronic Signatures
Creating the Signature Package
5:17
eSignature: The Client Experience
1:56
MS Word Basics
Converting Document to .docx Format
0:59
Add Signature Lines
1:55
Extending Blank Lines to Right Margin
0:47
Adjusting Line Indents and Word Wrap
0:42
Orphan Control
1:01
Section Breaks
1:13
Custom Paragraph and Section Numbering
5:28
Insert Current Year
0:55
Advanced Topics: Adding Calculations to Tables
0:56
Advanced Topics: Defining a Custom Style
1:58
Advanced Topics: Creating a Second Independent Dynamic Numbering Sequence
4:31
Advanced Topics: Referencing Table Calculations
1:58
AMA (Ask Me Anything)
Adding Multiple Versions of Pronouns Using Conditions
2:43
Proper Condition Tag Placement
4:23
Using Copy/Paste to Save Time Creating Templates
2:58
Allowing Multiple Selections with a Standard Lawyaw Multiple-Choice Field
5:56
Building a Case Caption Using an MS Word Table
1:00
Building Out Your Template Library Using Case Caption Stub Templates
1:04
Using Conditions to Toggle Checkboxes
11:01
Using Conditions to Create Dynamic Tables
4:47
Converting a Clio Manage Template into a Lawyaw Template
15:22
Creating Reciprocal Templates
13:20
Adjusting Fill-in-the-Blank Lines to work with Lawyaw Fields
4:23
Using Hidden Control Fields
8:09
Inserting Conditions into a Numbered List
1:42