Clio Draft: Sets

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Sets are groups of court forms, form templates, and/or Word templates you draft together that you want to use again for future clients and cases. Sets are not tied to any client or matter. They are specific to practice areas and types of cases. With Sets, you can group together forms and templates you and your team draft across multiple client matters.

Important: The sets mentioned in this article are groups of court forms, form templates, and/or Word templates not specific to any client or matter. These sets are not the same as the items in the Documents sets tab. The items in the Documents sets tab are projects generated with more than one form or template and contain information specific to a particular client. Learn more about drafting individual documents and document sets here.

Tip: Clio Draft also offers individual court form templates that you can pre-fill with data that is consistent across multiple client matters, saving you time when preparing individual court forms and sets. Learn more about court form templates here.

Create template and form sets

You can create sets right from your Clio Draft Library. You can add up to 20 court forms, form templates, and/or Word templates in a single set. Once you create a set, you can then draft and prepare the forms and templates in that set with specific client and matter data. Learn more about drafting and preparing documents here.

  1. Go to Library and select the court forms, form templates, and/or Word templates that you want in your set. 
    • For court forms, go to the Court forms subtab and then select a category that you are subscribed to in order to view all the court forms in that category.
    • For form templates, to the the Form templates subtab.
    • For Word templates, go to the Word templates subtab.
  2. Find the form(s) and/or templates that you need. You can use the search bar to search by title. 
  3. Optional: To preview the form or Word template, click the Actions dropdown and then select Preview.
  4. Click Add next to the form and/or template’s name to add it to your selection list.
    • As you add more items, they will appear on the selection pane on the right side of the screen. 
  5. Optional: In the selection pane, click the six dots on the left side of an item’s name to rearrange the order.
  6. Optional: In the selection pane, click the trash can icon next to an item’s name to remove it from the selection list.
  7. In the selection pane, click Save as a new set when you are finished adding forms and/or templates.
  8. Enter a new name for the set and then click Save. The set will be saved to the Sets subtab in your Library.

 

Create new sets from existing sets

If you need to create a new set similar to an existing set but with a few alternate forms and templates, you can save a new set from an existing set.

  1. Go to Library and select the Sets subtab.
  2. Find the set that you need. You can use the search bar to search by set name.
  3. Click Add next to the set’s name. The forms or templates in that set will appear in the selection pane on the right side of the screen.
  4. In the selection pane, click the trash can icon next to forms or templates that you do not need in the new set.
  5. Optional: Search for and add additional court forms, form templates, or Word templates you want included in your new set.
  6. In the selection pane, click Save as a new set when you are finished.
  7. Enter a name for the set and then click Save. The set will be saved to the Sets subtab in your Library.

 

Rename sets

  1. Go to Library and select the Sets subtab.
  2. Find the set you want to rename. You can use the search bar to search by set name.
  3. Click the Actions dropdown and then select Rename.
  4. Enter a new name and then click Save.

 

Delete sets

If you no longer need a set, you can delete it from Clio Draft. Once deleted, the set cannot be recovered. 

  1. Go to Library and select the Sets subtab.
  2. Find the set that you want to delete. You can use the search bar to search by set name.
  3. Click the Actions dropdown and then select Delete.
  4. Click Delete to confirm the action.

 

Remove court forms or Word templates from sets

  1. Go to Library and select the Sets subtab.
  2. Find the set. You can use the search bar to search by set name.
  3. Click the down arrow next to a set’s name to open the list of court forms or Word templates in the set.
  4. Click the X icon to remove the court form or Word template from the set.
  5. Click Remove to confirm.

 

Preview court forms or Word templates in sets

  1. Go to Library and select the Sets subtab.
  2. Find the set. You can use the search bar to search by set name.
  3. Click the down arrow next to a set’s name to open the list of court forms or Word templates in the set.
  4. Click the eyeball icon to preview the court form.

 

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