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Clio Draft
Greater Vancouver, British Columbia, Canada
What it is
Clio Draft is a web-based tool for automating legal document work, from collecting client information to drafting documents. Its AI can convert existing Microsoft Word files into reusable fillable templates, and users can populate multiple documents for a case together or bundle related forms into reusable sets. Online questionnaires collect client details, connect answers to templates, and can adapt to responses. The product includes thousands of fillable PDF court forms for all 50 U.S. states, including state, county, and federal immigration forms. Built-in e-signatures let clients sign on any device; Clio describes the tool as federally compliant. With Clio Manage, client and matter details can flow into Draft templates. Documents can be viewed and edited in a browser and downloaded in PDF or Word format. Clio says its cloud-stored documents are encrypted, automatically backed up, and protected with two-factor authentication. Pricing is available on request rather than as a listed amount; Clio says it includes onboarding, live training, and phone, email, and chat support available 24/5.
For and against
For
- Converts existing Word files into reusable templates.
- Includes forms for all 50 U.S. states.
- Clients can sign on any device.
- Documents can be downloaded as PDF or Word.
Against
- The product is web-only.
- Clio Manage integration is relevant to users of that product.
The verdict
Clio Draft combines questionnaires, reusable templates, court forms, and e-signatures in a browser-based workflow. Pricing requires contacting Clio, and the listed support package includes onboarding and live training.
Who it suits
Clio Draft suits legal teams that need to assemble documents from client information and reusable templates. It may also fit practices that use Clio Manage or need fillable court forms across U.S. states.
Plans and prices
Clio Draft
AI-powered Word templates · court forms · questionnaires · document sets
Read 30 Sep 2026 · clio.com
On the record
- Access and exports
- Documents can be viewed and edited from any browser, then downloaded in PDF or Word format.clio.com · read 30 Sep 2026
- AI templates
- Its AI converts existing Microsoft Word documents into reusable fillable templates.clio.com · read 30 Sep 2026
- Clio Manage integration
- Client and matter details flow from Clio Manage into Clio Draft templates to reduce retyping.clio.com · read 30 Sep 2026
- Compliance
- Clio’s Trust Centre lists GDPR, HIPAA, SOC 1 Type 2, SOC 2 Type 2, and TX-RAMP compliance materials.trust.clio.com · read 30 Sep 2026
- Court forms
- Clio Draft offers thousands of fillable PDF court forms for all 50 U.S. states, including state, county, and federal immigration forms.clio.com · read 30 Sep 2026
- Document sets
- Users can populate multiple documents for the same case at once and bundle related forms into reusable document sets.clio.com · read 30 Sep 2026
- E-signatures
- Built-in e-signatures let clients sign documents on any device, and Clio describes the tool as federally compliant.clio.com · read 30 Sep 2026
- Maker
- Clio was co-founded in 2008 by Jack Newton and Rian Gauvreau and is headquartered in Vancouver, Canada.clio.com · read 30 Sep 2026
- Pricing availability
- The Draft pricing page displays a “Get in touch” call to action rather than a numeric price.clio.com · read 30 Sep 2026
- Purpose
- Clio Draft automates legal document work with AI, from gathering client information to drafting documents.clio.com · read 30 Sep 2026
- Questionnaires
- AI-powered online questionnaires collect client details, map to document templates, and can adapt to client responses.clio.com · read 30 Sep 2026
- Security
- Clio says Draft documents are stored in the cloud with encryption, automatic backups, and two-factor authentication.clio.com · read 30 Sep 2026
- Support
- Clio Draft pricing includes hands-on onboarding and live training, plus phone, email, and chat support described as available 24/5.clio.com · read 30 Sep 2026
