Clio Draft: Create, Manage and Share Questionnaires

Clio Draft is a document automation and court forms platform designed to help you create legal documents more efficiently. With Clio Draft Questionnaires, you can streamline the collection of client information and automatically populate your legal documents, reducing preparation time and minimizing errors.

This article provides an overview of how questionnaires work and links to detailed guides for specific steps.

Key features of questionnaires

Clio Draft Questionnaires are customizable forms for collecting client information. The information collected maps directly to fields in your forms or Word templates, simplifying document preparation for legal matters.

• Create templates: Build reusable questionnaire templates tailored to your client and matter needs.
• Customize questionnaires: Personalize questionnaires with sections, questions, and conditional logic to collect the right information.
• Share with clients: Send sharable links to clients, allowing them to complete questionnaires on any device.
• Review and manage responses: Review client responses, make necessary adjustments, and save the information for use in document drafting.

Workflow overview

The Clio Draft Questionnaire workflow consists of four key stages:

1. Create a template: Build questionnaire templates based on your existing forms or Word templates. Organize the template questions and sections and include all necessary fields.
2. Customize the template: Map questionnaire questions to document fields and use display logic to tailor the client experience.
3. Share the questionnaire: Generate a shareable link to send via email or text. Clients can complete the questionnaire on any device.
4. Review and save responses: After submission, review client responses and save them from the matter. Unmapped questions will appear in the Custom Live Questionnaire card within the matter.

Create questionnaire templates

To get started with questionnaire templates, you will first need to create your own. Once you are ready, you can reuse the templates for any of your matters.

Follow these steps to build a questionnaire template:

1. Go to Questionnaires and select the Questionnaire Templates subtab.
2. Click Create questionnaire template. To distinguish the template from others, enter a unique name, then click Continue.
3. Select one of the following subtabs to add forms and/or templates:
   • Sets
   • Court forms
   • Word templates.
4. Add the forms and/or Word templates you need, then click Build Questionnaire.

Customize questionnaire templates

Customizing your questionnaire template in Clio Draft allows you to organize questions, add conditions with Display Logic, and personalize the experience for your clients.

Add and organize sections

You can organize your questionnaire into sections to group related questions and improve readability. Using Display Logic, you can create new sections, rearrange them, and set conditions to customize the questionnaire based on client responses.

1. In Questionnaires, select the Questionnaire Template subtab.
2. Click Create Questionnaire template or edit an existing template.
3. Under Sections, click New section.
   • Enter a name and description to guide your client.
   • To add conditions to the section, toggle Display Logic on.
4. Optional: Click the section name to move the section between the Introduction and Thank you sections.
5. Click the three dots next to the name to Edit or Delete a 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.
   • Questionnaire 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.

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.

Manage questionnaire templates

After creating a questionnaire template, you can edit, duplicate, rename, or delete it as needed. These actions will not affect live questionnaires already shared with clients. To ensure clients receive the updated version, generate a new link and share it.

1. Go to Questionnaires > Questionnaire Templates.
2. Find the template you want to modify.
3. Click Actions and select one of the following:
   • Edit: Change the template.
     Important: Generate a new link and share it with your client to apply updates.
   • Duplicate: Enter a new name, then click Duplicate to create a copy.
   • Rename: Enter a new name, then click Save.
   • Delete: Click Yes, delete to confirm.
     Note: Deleting a template does not remove submitted responses.

Preview questionnaire templates

While building a questionnaire, you can preview and test how it appears to clients before sending:

1. Click the section name to see a client-facing preview on the right. If you edit the section and click Save, the preview will update in real time.
2. Click See live questionnaire on the right to experience it as a client would, including:
   • Navigating sections
   • Checking display logic
   • Confirming branding elements

Share questionnaires

After creating a questionnaire template, you can generate a shareable link to send to your client via email or text. Clients can complete the questionnaire on any device. Once submitted, you can review and save the responses to the matter in Clio Draft for document drafting.

1. Go to Questionnaires > Questionnaire Templates.
2. Find the template and select Actions > Share (or Actions > Edit, then go to the Share subtab).
3. Select the client's matter.
4. Optional: Edit the Live Questionnaire name.
5. Click Generate Link and copy it.
6. If a link already exists, click View to copy it.
7. Share the link in several ways, such as Text Messaging in Clio Manage or by email.