Clio Draft is a document automation and court forms platform that helps you create and manage legal documents faster and more accurately. This article guides you through the system requirements, signing in, connecting to Clio Manage, and navigating the platform.
With Clio Draft, you can:
- Convert Microsoft Word documents into fillable online templates.
- Access the most up-to-date versions of court forms.
- Auto-fill PDF court forms without retyping client or matter information.
- Send documents for electronic signatures.
Note: Clio Draft includes a growing library of professionally-developed PDF forms and Word templates tailored to region-specific legal workflows. You can find coverage of templates and forms for many high-frequency practice areas, such as Conveyancing, Wills and Estates, and more.
System requirements
For the best experience and full functionality, ensure your system meets these requirements.
Tip: If you experience issues with site loading or element display, your security settings (such as ad blockers) may be the cause. See Troubleshoot Clio Draft site loading below for steps to resolve this.
Internet speed
There is no recommended minimum internet speed for accessing Clio Draft; however, speeds below 30 Mbps can result in slower screen loading. Generally, a faster connection is better.
Browsers
Google Chrome is the only browser where you have full functionality and usage of Clio Draft. Mac users can use Safari, but Chrome is recommended. Other browsers, such as Firefox and Internet Explorer/Edge may lose functionality, making it difficult to navigate and use Clio Draft.
Hardware
You can use Clio Draft on a computer, and are required to
- have an internet connection
- be able to run a web browser that is up-to-date. You can also add draft.clio.com to your firewall's whitelist
- have cookies enabled
- have Javascript enabled
Troubleshoot Clio Draft site loading
Your Clio Draft site may become unresponsive or fail to load elements if you use ad blockers or if your security/antivirus settings are blocking the site. To ensure full functionality, you may need to allow pop-ups, disable ad-blockers, and/or configure your security settings. If issues persist, you can clear your browser cache and hard reload Chrome using the steps below.
- In Chrome, go to your browser data in your Chrome settings.
- For Time range, select All time.
- Ensure that all checkboxes are selected (Browsing history, Cookies and other site data, Cached images and files).
- Click Delete data.
- Close then reopen your Chrome browser.
- In Chrome's menu, go to View > Developer > Inspect Elements. This opens a console in your browser window.
- On the top left of your browser, click and hold the refresh button. Alternatively, right click (Windows) or control + click (Mac) to bring up the menu.
- Click Empty Cache and Hard Reload.
- Close the console you opened in step 1.
- Close then reopen your Chrome browser.
Access and sign in
For your protection, Clio Draft automatically logs you out of all other devices when you sign in. The system will also automatically sign you out after twenty-four hours of inactivity and require you to sign in again. If you need to update your Clio Draft login credentials, you can learn more here.
Note: If you have not yet connected your Clio Draft account to Clio Manage, be sure to create your Clio login (if using Clio Draft only) or connect your existing Clio accounts when logging into Clio Draft. Learn more in the Clio Draft: Account Settings and User Invitation article.
- Go to draft.clio.com/signin.
- Enter your username and password, or click Log in with Clio.
Connect Clio Draft and Clio Manage
Connecting your Clio Draft and Clio Manage accounts is critical for efficiency across platforms. Once connected, your Clio Manage contacts and matters sync to Clio Draft, allowing you to easily populate court forms and Word templates with Clio data. This saves time and reduces the risk of manual data entry errors.
Sync details
The sync will include all matter and contact custom fields, along with the following Clio Manage fields.
Important: The sync is one-way (from Clio Manage into Clio Draft) and will import all of your open matters and contacts. This action cannot be undone. Removing a contact or matter from Clio Manage will not remove it from Clio Draft. If you delete a synced matter from Clio Draft, it cannot be resynced.
- Client reference number
- Matter description
- Open date, Close date
- Practice area
- Full name, First name, Middle name, Last name, Prefix, Initials
- Email address, Phone number, Street address, City, Country, Zip code, State
- Job title, Employer, Website
- Responsible attorney full name, email, and time zone
- Originating attorney full name, email and time zone
Initiate the sync
Tip: Tip: To ensure a smooth sync, remove any unnecessary matters, contacts, and/or custom fields from Clio Manage before proceeding.
- In Clio Manage, remove any matters, contacts, and/or custom fields that you do not need.
- Log in to draft.clio.com.
- Click Settings and then click Integrations.
- Click Connect to begin the authentication sync.
- Click Import Data to import your Clio Manage contacts and matters.
- The sync will run in the background, and you will receive an email notification when it is finished. You can continue using the platform while you wait.
Resync Clio Draft
Important: A full resync will overwrite all existing contact and matter data in Clio Draft with the most current data from Clio Manage, regardless of matter permissions. The update will not overwrite data already used to draft existing documents. You can update matters individually if you only need to update a few. (Learn more about individual updates in Clio Draft: Matters).
- Go to your Clio Draft account.
- Click Settings and then click Integrations.
- Click Sync.
Navigate Clio Draft
The Clio Draft interface contains the following sections:
- Library: This is where you can view and manage your court forms, compiled sets, and your Word templates. This tab is also your home page.
- Document sets: This is where you can view and manage template and court form sets your firm is working on or has completed.
- Documents: This is where you can view and manage individual templates or court forms that your firm is working on or has completed.
- Matters: This is where you can view and manage matters that you manually created or matters that were synced from Clio Manage.
- Contacts: This is where you can view and manage contacts that you manually created or contacts that were synced from Clio Manage.
- Questionnaires: This is where you can create, edit, view, share, and delete questionnaires, and review the information in completed questionnaires.
- Signatures: This is where you can view and manage electronic signatures that you initiated.
- Resource Centre: This is where you can access the Clio Draft Help Centre for “how-to” articles and a library of tutorial videos.
- Settings: This is where you can manage your profile and security settings, as well as your account settings, including subscription, billing, and user invitations. You can also manage the integration between Clio Draft and Clio Manage.
- Initials icon/profile picture: This is where you can switch organisations if you are a member of multiple organisations, access your profile settings, and log out of your account.
Log out
- Click the icon in the top right that has your initials or your profile picture.
- Select Log out.