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Clio Draft

clio.com

Web
Visit clio.com
Spec score 7.2 #11 of 24 in Legal Automation

What it is

Clio Draft is a web-based legal document automation service that uses AI to collect client information and prepare documents. Its AI can turn Microsoft Word files into reusable fillable templates, while document sets let users populate related forms for one case together. Online questionnaires gather client details, map answers to templates, and can adapt based on responses. The service includes thousands of fillable PDF court forms covering all 50 U.S. states, including state, county, and federal immigration forms. Built-in e-signatures let clients sign from any device; Clio describes this capability as federally compliant. Clio Manage can pass client and matter details into Draft templates. Documents are editable in a browser and downloadable as PDF or Word files. Clio says cloud documents use encryption, automatic backups, and two-factor authentication. Its Trust Centre lists GDPR, HIPAA, SOC 1 Type 2, SOC 2 Type 2, and TX-RAMP materials. Pricing is on request and includes onboarding, live training, and phone, email, and chat support described as available 24/5.

Spec sheet

Purpose
Clio Draft automates legal document work with AI, from gathering client information to drafting documents.Read 30 Sep 2026 · clio.com
Security
Clio says Draft documents are stored in the cloud with encryption, automatic backups, and two-factor authentication.Read 30 Sep 2026 · clio.com
Compliance
Clio’s Trust Centre lists GDPR, HIPAA, SOC 1 Type 2, SOC 2 Type 2, and TX-RAMP compliance materials.Read 30 Sep 2026 · trust.clio.com
Support
Clio Draft pricing includes hands-on onboarding and live training, plus phone, email, and chat support described as available 24/5.Read 30 Sep 2026 · clio.com
Headquarters
Greater Vancouver, British Columbia, CanadaRead 28 Sep 2026 · clio.com
Founded
2008Read 28 Sep 2026 · clio.com
Maker
Clio was co-founded in 2008 by Jack Newton and Rian Gauvreau and is headquartered in Vancouver, Canada.Read 30 Sep 2026 · clio.com
Access and exports
Documents can be viewed and edited from any browser, then downloaded in PDF or Word format.Read 30 Sep 2026 · clio.com
AI templates
Its AI converts existing Microsoft Word documents into reusable fillable templates.Read 30 Sep 2026 · clio.com
Clio Manage integration
Client and matter details flow from Clio Manage into Clio Draft templates to reduce retyping.Read 30 Sep 2026 · clio.com
Court forms
Clio Draft offers thousands of fillable PDF court forms for all 50 U.S. states, including state, county, and federal immigration forms.Read 30 Sep 2026 · clio.com
Document sets
Users can populate multiple documents for the same case at once and bundle related forms into reusable document sets.Read 30 Sep 2026 · clio.com
E-signatures
Built-in e-signatures let clients sign documents on any device, and Clio describes the tool as federally compliant.Read 30 Sep 2026 · clio.com
Pricing availability
The Draft pricing page displays a “Get in touch” call to action rather than a numeric price.Read 30 Sep 2026 · clio.com
Questionnaires
AI-powered online questionnaires collect client details, map to document templates, and can adapt to client responses.Read 30 Sep 2026 · clio.com

Plans and prices

Clio Draft Priced on request AI-powered Word templates · court forms · questionnaires · document sets · e-signatures · Clio Manage integration Read 30 Sep 2026 · clio.com

Every Clio Draft plan and price →

Strong points and limits

Strong points

  • AI converts Word files into fillable templates
  • Thousands of court forms for all 50 states
  • Adaptive online questionnaires
  • Built-in e-signatures on any device
  • PDF and Word downloads

Limits

  • Pricing is available only on request
  • Web access only
  • Court-form coverage is described for U.S. states

Who it suits

Clio Draft is aimed at legal practices that need reusable templates, questionnaires, court forms, document sets, and electronic signatures in a browser. It also suits firms using Clio Manage.

Verdict

Clio Draft combines AI-assisted intake, template automation, court forms, document sets, and signatures in one web service. Firms should request pricing and confirm that its U.S.-focused forms match their practice.

Where Specifiction places it

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