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What is Timeline Matters?

Develop a timeline that highlights tasks and significant milestones straight from Clio, streamlining your workflow thanks to the seamless integration with our tool. You can select which tasks, notes, or calendar events from Clio are pertinent to your client, displaying them on an eye-catching timeline that updates automatically as the case progresses. By sharing this timeline with your clients, you enhance their comprehension of the upcoming steps in the process, which cultivates a more productive collaboration. Timeline Matters aims to increase client trust and satisfaction, allowing them to easily monitor and understand the status of their cases. Whenever a new development arises, you can effortlessly provide an updated timeline snapshot to your client with just two clicks within the app. Furthermore, you have the capability to send an email notification along with a personalized message, ensuring they remain informed about the case's developments. This proactive communication not only fortifies your relationship with clients but also boosts their confidence in your ability to handle their cases adeptly and transparently. With each interaction, clients gain a deeper insight into the legal process, making it easier for them to stay engaged and informed.

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
Microsoft Word

Integrations Supported

Clio
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

Strater

Date Founded

2021

Company Location

Slovenia

Company Website

timelinematters.com

Company Facts

Organization Name

Clio

Date Founded

2008

Company Location

Canada

Company Website

www.clio.com/draft/

Categories and Features

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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