Introduction to Document Automation

Question 1

Document Automation allows you to quickly create common documents and complete standardized forms with Contact and Matter information in Clio

Answer 1

You begin by creating your own templates for Document Automation by adding merge field tags that can pull information from Clio directly where it needs to be in the document or form. Once complete, the template must be uploaded to Clio in the Templates tab of the Documents page. You can then generate a document from that template on any Matter, and information specific to that Matter and its client will populate in the new document automatically

Question 2

Information that can be pulled into documents includes client contact information, basic Matter fields, Responsible Attorney name and rate, trust and operating account balances, Custom Fields, and many more

Answer 2

Templates can be created in Microsoft Word, Excel, and PowerPoint formats.

Question 3

Typically, users will create letter templates-such as engagement, agreement, and contract letters in Microsoft Word. Word also allows users to create fillable form templates that are compatible with Document Automation. This is particularly useful for those firms that work with government or court forms that were originally created in Word

Answer 3

Creating templates in Excel is useful for generating documents that require a formula or calculation-for example, to calculate trust remittance amount. A list of available merge field tags is available within Document Settings under the Settings menu

Question 4

Document Automation helps Clio users:

Answer 4

1. Complete transactional forms
2. Complete standard letters-such as engagement letters and agreements
3. Save time on document preparation
4. Prevent typos and errors