Clio Draft: Create Questionnaire Templates

Clio Draft Questionnaires allow you to collect client information efficiently and automatically populate your legal documents. This streamlines document preparation and minimises errors. AI in Clio Draft automates the creation of your questionnaire templates by automatically generating questions and sections based on the documents you select.

Create questionnaire templates

Questionnaire templates are reusable forms that you build based on your existing documents. Once created, you can reuse the template for any of your matters.

Start the template

1. Go to Questionnaires and select the Questionnaire Templates subtab.
2. Click Create questionnaire template.
3. Enter a unique name to distinguish the template, then click Continue.
4. Select one of the following subtabs to add documents: Sets, Court forms, or Word templates.
5. Add the necessary forms and/or Word templates.

Use AI in Clio Draft to build questionnaires

After selecting your documents,  AI in Clio Draft automatically drafts a questionnaire template based on the document templates you convert into Clio Draft. This feature automatically drafts questions using clear, natural language based on the required fields of documents, and removes unnecessary questions to minimise tedious back-and-forth with clients.

1. Select Questionnaires from the left navigation panel.
2. Select Word templates and click Add.
3. Click Build questionnaire in the bottom right corner.
4. AI in Clio Draft will automatically create questions and sections from the content of your document.
5. Select a section to preview its content. From here, you can:
   • Update section and question names.
   • Review the mapped fields.
   • Reorder the sections.
6. Click Share and pick a matter from Select a matter to create a live copy of the questionnaire.
   • In the bottom right corner, click Generate link.
   • Copy the link and paste it into an email, SMS message, or Client Portal in Clio Manage.

Customise questionnaire templates

Customising your questionnaire template allows you to organise questions, add conditions with Display Logic, and personalise the experience for your clients.

Add and organise sections

You can organise your questionnaire into sections to group related questions and improve readability.

1. Add a new section: Under Sections, click New section.
   • Enter a name and description to guide your client.
2. Move a section: Click the section name and drag it to a new location.
3. Edit or Delete: Click the three dots next to the section name to Edit or Delete the section.

Add questions to sections

1. Under the newly created section, click New question or the plus icon.
2. Select a question type from the list:
   • Short text: For brief responses like names or addresses.
   • Long text: For detailed responses like case descriptions (note: formatting is not retained).
   • Date: For selecting a specific date.
   • Single-select: For questions with one answer (e.g., "Do you own property?").
   • Multi-select: For questions with multiple answers (e.g., "What service do you need?").
3. Enter a title, optional hint, and any necessary response options, then click Save.

Enable Display Logic

Use Display Logic to show or hide sections in a questionnaire based on a client's answers to previous questions. This helps tailor the questionnaire to each client's situation.

1. When adding or editing a section, go to the Section details panel.
2. Toggle Display Logic on.
3. Under the Show section, select a Question and trigger type to set conditions based on answers from previous sections.
4. Optional: Click +AND/OR to add more conditions. A question can control multiple sections if needed.
   • For example, if a client answers "Yes" to "Do you own property?" you can show follow-up questions about the property and add as many conditions as needed to guide the flow of the questionnaire.

Display logic trigger types

Equals

The section appears if the client's response matches a specific value. 

Does not equal

The section appears if the client's response does not match a particular value.

Contains

The section appears if the client's response includes a specific word, phrase, or number.

Does not contain

The section appears if the client's response excludes a specific word, phrase, or number.

Contains only

The section appears if the client's response includes only a specific value.

Is on

The section appears if the client selects a specific date.

Is not on

The section appears if the client does not select a specific date.

Is before

The section appears if the client selects a date before a specified date.

Is after

The section appears if the client selects a date after a specified date.

Is before or on

The section appears if the client selects a date on or before a specified date.

Is after or on

The section appears if the client selects a date on or after a specified date.