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What is Clio Draft?
Clio Draft is an AI-powered legal drafting software solution that helps law firms automate document creation, court form completion, client intake, and document signing from a single platform. Designed specifically for legal professionals, the software streamlines the entire drafting process by reducing repetitive administrative work and improving document accuracy. Clio Draft uses artificial intelligence to convert existing Word documents into reusable templates, enabling firms to quickly generate customized legal documents without starting from scratch. Attorneys can populate entire sets of documents for a case simultaneously, eliminating much of the manual data entry traditionally associated with legal drafting. The platform includes access to continuously updated court forms across all 50 states, as well as federal immigration forms, helping firms maintain compliance with current filing requirements. AI-powered questionnaires collect client information through dynamic forms that adjust based on responses and automatically feed data into legal documents. Built-in e-signature capabilities allow legal teams to create, send, review, and execute documents electronically while reducing delays in the signing process. Clio Draft stores documents securely in the cloud, making them accessible from any device and supporting collaboration among attorneys and staff regardless of location. Users can export completed documents in Word or PDF formats and maintain organized digital records for future use. Integration with Clio Manage creates a connected workflow where client and matter information automatically populates drafting templates, reducing duplicate work and minimizing errors. By combining AI-assisted drafting, court form automation, secure document management, electronic signatures, and legal workflow integration, Clio Draft helps law firms increase efficiency, improve consistency, and devote more time to higher-value legal work.
What is Beyond Counsel?
Clients look for documents that are both straightforward and impactful. Our drafting solutions, designed by legal experts for fellow attorneys, aim to save you precious time while reducing the risk of expensive errors. Recognizing the importance of an efficient workflow is essential, yet that knowledge alone does not prepare you to implement one effectively. As a legal professional, you already face the challenge of balancing administrative responsibilities with pressing client demands. BeyondCounsel’s effective workflow system leads your estate planning clients from their initial interaction with you through each phase of their cases, ultimately ensuring a seamless closure of their files while fostering positive reviews and referrals. In the upcoming sections, we will detail the steps involved in our workflow system, which is crafted to boost your productivity and streamline the management of your estate planning cases. This methodology not only simplifies your processes but also enhances the connections you build with your clients, paving the way for future interactions. By adopting this structured approach, you can ensure a more efficient practice and increase client satisfaction.
Integrations Supported
Clio
Microsoft Word
API Availability
Has API
API Availability
Has API
Pricing Information
$70 per month
Free Trial Offered?
Free Version
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Clio
Date Founded
2008
Company Location
Canada
Company Website
www.clio.com/draft/
Company Facts
Organization Name
Beyond Counsel
Company Location
United States
Company Website
beyondcounsel.io
Categories and Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Categories and Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control