Account Setup & Generating Court Forms in Clio Draft

In this session you'll learn how to set up and use Clio Draft to automate your legal court form drafting, integrate Clio Draft and Clio Manage, and create and build easy to use form sets to make drafting faster than ever.

Join this 30-minute virtual training to learn how to set up Clio Draft so that you and your team can quickly and efficiently generate legal court forms for your cases. In this session, we will focus on the following:

  • Platform Overview & Settings
  • Clio Integration & Single-Matter Sync
  • Generating Court Forms & Sets
  • Form Templates

This session includes a 30-minute training with live support.

Register here.

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