The AI Template Builder is designed to help you start drafting faster. It is designed to automate the manual process of creating a template document, adding cards and fields, adding conditions, and saving the template, by taking existing legal documents and turning them into automation-ready templates. The AI Template Builder works with:
- Legal documents uploaded directly to Clio Draft
- Legal documents saved in Clio Manage
- Document templates saved in Clio Manage
- Preloaded templates (standard templates preloaded into new accounts based on practice area)
Convert a document
- From your Clio Draft Word Templates Library, click Create templates from documents on the upper right, and then click Select document.
- Choose to Select documents and templates from Clio Manage, or Upload documents from your computer.
- Supported file type: .DOCX only
- Maximum file size: 5MB per file
- Maximum number of files: 5
- If selecting from Clio Manage, choose documents from Matter documents or Document templates, and then click Add files.
- Under Review uploads, confirm your selection. To remove a document, click the trash icon.
- Click Convert to templates.
View and edit converted templates
You can view the template you created with AI in Clio Draft in your Word Templates library.
Important: If you want to edit the template, you will need to install the Microsoft Word Template Builder Add-in.
Tip: Templates created using AI in Clio Draft can have one of three statuses: Needs Review, In progress, or Ready.
- After converting the documents, click View in Word.
- Use the Clio Draft Microsoft Word add-in to edit your Word template. You can learn more about the process in the following series of steps:
Once the template is up to date, its status will automatically update to Ready.