Clio Draft
Clio Draft is web software for automating legal document work, from collecting client information to preparing documents.
What Clio Draft is
Clio Draft is web software for automating legal document work, from collecting client information to preparing documents. Its AI can turn existing Microsoft Word files into reusable fillable templates. Online questionnaires gather client details, connect answers to templates, and can adjust to responses. Users can populate several documents for a case at once and group related forms into reusable sets. Clio Draft also provides thousands of fillable PDF court forms for all 50 U.S. states, including state, county, and federal immigration forms. Clients can sign on any device using built-in e-signatures, which Clio describes as federally compliant. With Clio Manage, client and matter details can flow into templates. Documents are editable in a browser and exportable as PDF or Word files. Clio says cloud documents are encrypted, automatically backed up, and protected by two-factor authentication. Pricing is available on request; Clio says it includes onboarding and live training, with phone, email, and chat support available 24/5.
Good
- Converts Word documents into reusable AI templates
- Groups related forms into reusable document sets
- Includes court forms for all 50 U.S. states
- Supports browser editing and PDF or Word downloads
- Includes built-in e-signatures and Clio Manage integration
Watch out
- Web platform only
- Pricing is available on request
- Court forms focus on U.S. states
Who it suits
Clio Draft suits legal teams that want to automate document preparation and gather client details through online questionnaires. It may also fit practices that use Clio Manage or need fillable court forms across U.S. states.
Verdict
Clio Draft combines templates, questionnaires, court forms, and e-signatures in a browser-based legal document workflow. Check with Clio for pricing and whether its forms and integrations fit your practice.
Plans and prices
From Clio Draft's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Clio Draft | Priced on request | AI-powered Word templates · court forms · questionnaires · document sets · e-signatures · Clio Manage integration |
The facts
Each one read from Clio Draft's own pages, with the date it was checked.
What it does
- Access and exports
- Documents can be viewed and edited from any browser, then downloaded in PDF or Word format.checked 30 Sep 2026
- AI templates
- Its AI converts existing Microsoft Word documents into reusable fillable templates.checked 30 Sep 2026
- Clio Manage integration
- Client and matter details flow from Clio Manage into Clio Draft templates to reduce retyping.checked 30 Sep 2026
- Compliance
- Clio’s Trust Centre lists GDPR, HIPAA, SOC 1 Type 2, SOC 2 Type 2, and TX-RAMP compliance materials.checked 30 Sep 2026
- Court forms
- Clio Draft offers thousands of fillable PDF court forms for all 50 U.S. states, including state, county, and federal immigration forms.checked 30 Sep 2026
- Document sets
- Users can populate multiple documents for the same case at once and bundle related forms into reusable document sets.checked 30 Sep 2026
- E-signatures
- Built-in e-signatures let clients sign documents on any device, and Clio describes the tool as federally compliant.checked 30 Sep 2026
- Pricing availability
- The Draft pricing page displays a “Get in touch” call to action rather than a numeric price.checked 30 Sep 2026
- Purpose
- Clio Draft automates legal document work with AI, from gathering client information to drafting documents.checked 30 Sep 2026
- Questionnaires
- AI-powered online questionnaires collect client details, map to document templates, and can adapt to client responses.checked 30 Sep 2026
- Security
- Clio says Draft documents are stored in the cloud with encryption, automatic backups, and two-factor authentication.checked 30 Sep 2026
- Support
- Clio Draft pricing includes hands-on onboarding and live training, plus phone, email, and chat support described as available 24/5.checked 30 Sep 2026
The company
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Greater Vancouver, British Columbia, Canadachecked 28 Sep 2026
- Maker
- Clio was co-founded in 2008 by Jack Newton and Rian Gauvreau and is headquartered in Vancouver, Canada.checked 30 Sep 2026
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