Optimizing your Clio Manage Integration with Clio Draft

In this session you'll learn how to set up and use Clio Draft to optimize the integration between Clio Manage and Clio Draft to make drafting your Word Templates and Court Forms faster and easier.

Join this 30-minute virtual training to learn how to set up Clio Draft so that you and your team can quickly and efficiently create and generate Microsoft Word document templates and Court Forms for your cases. In this session, we will focus on the following:

  • Setting up Clio Manage & Clio Draft
  • Cross-Product Data Flow
  • BONUS: Converting Clio Manage Templates into Clio Draft Templates

This session includes a 20-minute training with live support and 10 minutes of AMA.

Register here.

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