Get Started With Clio Draft

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Clio Draft is a document automation and court forms platform that can help you create legal documents faster. With Clio Draft, you can convert Microsoft Word documents to fillable online templates, access the most up-to-date versions of court forms, auto-fill PDF court forms without retyping client or matter information, and send documents for electronic signatures.

Note: Clio Draft has forms and tools that cover all 50 states in the US and British Columbia in Canada. Learn more about the current offerings here.

Need additional support? Clio Draft offers live chat, email, and phone support. Reach out to the Clio Draft team here.

System requirements

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. 


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.


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 to your firewall's whitelist
  • have cookies enabled
  • have Javascript enabled


Sign in

  1. Go to
  2. 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 an important part of using both products efficiently. Once your accounts are connected, your Clio Manage contacts and matters will sync to Clio Draft, allowing you to easily populate your Clio Draft court forms and Word templates with Clio Manage data. This can reduce the risk of errors and help you save time by eliminating the need to manually enter data.

The sync will include all matter and contact custom fields, along with the following Clio Manage fields:

  • Client reference number
  • Matter description
  • Open date
  • Close date
  • Practice area
  • Full name
  • First name
  • Middle name
  • Last name
  • Email address
  • Phone number
  • Street address
  • City
  • Country
  • Zip code
  • State
  • Prefix
  • Job title
  • Initials 
  • Employer
  • Website
  • Responsible attorney full name, email, and time zone
  • Originating attorney full name, email and time zone

Note: The sync is a one-way sync from Clio Manage going into Clio Draft.

Important: The sync will import all of your open matters and contacts from Clio Manage and cannot be undone. If you remove a contact or matter from Clio Manage, it will not be removed from Clio Draft. If you delete a synced matter from Clio Draft, it cannot be resynced. 

  1. In Clio Manage, remove any matters, contacts, and/or custom fields that you do not need.
  2. Log in to
  3. Click Settings and then click Integrations.
  4. Click Connect to begin the authentication sync.
  5. 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 to use other parts of the platform while you wait for the sync to complete.


Resync Clio Draft

Each time you add new information or update existing information in Clio Manage, you need to resync it with Clio Draft to bring that data over. You can either do a full account resync or, if you know you only need to update a few matters, update matters individually (learn more here).

Important: A full resync will bring over all new data from Clio Manage to Clio Draft. This means that all contact and matter data in Clio Draft will be overwritten by data in Clio Manage, regardless of matter permissions in Clio Manage. The update will not overwrite data that has already been used to draft existing documents. 

  1. Go to your Clio Draft account.
  2. Click Settings and then click Integrations.
  3. 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.
  • Signatures: This is where you can view and manage electronic signatures that you initiated. 
  • Help: This is where you can access the Clio Draft Help Center for “how-to” articles and the Template Academy for resources on how to get started with the Word template builder.
  • Settings: This is where you can manage your profile and security settings,  your account settings, including subscription, billing, and user invitations, and manage the integration between Clio Draft and Clio Manage.
  • Information “i” icon: This is where you can view Clio Draft notifications. 
  • Initials icon/profile picture: This is where you can switch organizations if you are a member of multiple organizations, access your profile settings, and log out of your account.


Log out

  1. Click the icon in the top right that has your initials or your profile picture.
  2. Select Log out.


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