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What is Liscio?

Many businesses find themselves in a frustrating position, waiting for clients to send vital documents, which can lead to wasted time as they sift through various platforms for essential files. Rather than persistently chasing clients for these documents, consider providing them with a convenient and secure mobile application designed for file sharing, which they will likely appreciate. With Client Experience 2.0™, driven by Liscio, accountants and bookkeepers can markedly boost their productivity. Liscio acts as a modern, secure mobile platform that enhances communication with clients and allows for the safe exchange of sensitive information, including important documents and eSignatures, all while on the go. Given that many clients prefer texting, urgent issues can often be lost amidst the clutter of email inboxes. Liscio’s Real-Time Messaging offers a secure and direct link between you and your clients, keeping you informed about all interactions with clear tracking of progress and accountability. Moreover, client-specific tasks come with text alerts and automated reminders for overdue items, ensuring that clients stay organized and updated. This efficient approach not only fosters better communication but also enriches the overall client experience, making your firm quicker and more adept at meeting client demands. By embracing such innovative solutions, you can transform your client interactions and significantly enhance your operational efficiency.

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.

Media

Media

Integrations Supported

Clio
Karbon
Microsoft Word

Integrations Supported

Clio
Karbon
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$70 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

Liscio

Date Founded

2017

Company Location

United States

Company Website

liscio.me

Company Facts

Organization Name

Clio

Date Founded

2008

Company Location

Canada

Company Website

www.clio.com/draft/

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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

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