Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)

This is part 3 of a 3 part mini-series. In this session you'll learn how to take your basic Microsoft Word templates to the next level with conditional logic.

Join this 40-minute virtual training to learn how to fully automate your legal templates using conditional logic. We'll cover everything you need to know about conditions, including:

  • Creating and inserting standalone conditions
  • Creating and inserting conditions triggered by fields
  • Using conditions to automate pronouns
  • Using conditions to automate the number of parties/people
  • Bonus: copy & pasting conditions for easier insertion

This session includes a 30-minute training with live support and 10 minutes of AMA.

Register here.

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Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)
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Template Academy
Template Academy