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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 CaseEasy?
Our Intelligent Questionnaires assess clients for various immigration alternatives while also collecting essential information needed for Immigration Forms, including those featuring barcodes. You can use our ready-made templates to draft your Letters and Retainer Agreements efficiently. Clients have the ability to track their immigration progress, upload required documents, and make payments via our specialized client portal. All client files are systematically organized in one convenient location. To ensure the utmost security for client information, we employ 256-bit enterprise-level encryption and maintain a dedicated database instance that is exclusive to your organization. Moreover, your account will be temporarily locked following multiple unsuccessful login attempts, and our CAPTCHA system is designed to effectively prevent automated intrusion attempts. With these robust security measures in place, you can have peace of mind knowing that sensitive data is safeguarded throughout your operations, allowing you to focus on providing excellent service to your clients.
Integrations Supported
8am LawPay
Calendly
Clio
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Word
QuickBooks Online
Stripe
Integrations Supported
8am LawPay
Calendly
Clio
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Word
QuickBooks Online
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
$70 per month
Free Trial Offered?
Free Version
Pricing Information
$79 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
CaseEasy
Date Founded
2017
Company Location
Canada
Company Website
caseeasy.ca
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