Lawyaw Academy

Introduction to Clio Draft

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 Information Manage in Clio Draft

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 Clio Draft 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 Clio Draft Template

15:22

Creating Reciprocal Templates

13:20

Adjusting Fill-in-the-Blank Lines to work with Clio Draft Fields

4:23

Using Hidden Control Fields

8:09

Inserting Conditions into a Numbered List

1:42

Creating and Using Templates in Clio Draft

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