Account Setup & Preparing to Build Word Templates in Clio Draft (Part 1/3)

This is part 1 of a 3 part mini-series. In this session, you’ll learn how to build basic templates using Clio Draft.

Join us for this 30-minute virtual training to learn how to set up your new Clio Draft account and prepare your Word Documents for the Templating process. We’ll cover everything you need to know to help you get started with Clio Draft so you feel prepared and ready to start template building:

  • Platform Overview & Settings
  • Implementation Planning
  • Preparing your Documents for Templating
  • Saving templates as .docx
  • Downloading the Template Builder Add-In
  • Bonus: Useful Microsoft Word tips and tricks

This session includes a 20-minute training with live support and 10-minutes of Q&A. You should walk away with next steps and a clear plan for implementing Clio Draft at your firm.

Register here.

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Up next

New Feature Webinar: Creating and Sending Questionnaires in Clio Draft
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Account Setup & Generating Court Forms in Clio Draft
Account Setup & Generating Court Forms in Clio Draft
Account Setup & Preparing to Build Word Templates in Clio Draft (Part 1/3)
Account Setup & Preparing to Build Word Templates in Clio Draft (Part 1/3)
Building Basic Word Templates with Fields in Clio Draft (Part 2/3)
Building Basic Word Templates with Fields in Clio Draft (Part 2/3)
Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)
Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)
Template Academy
Template Academy