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Clio Draft
Clio's drafting product that turns Word files into fillable templates, pre-fills court forms per case, sends client questionnaires and builds templates with AI.
| What the AI does | Build templates with AI (turns existing Word documents into reusable templates) |
|---|---|
| Who it serves | Solo attorneys, Small law firms, Family law and estate planning practices, Immigration practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Solo attorney, Small firm |
| Category | Document Automation & Assembly |
| Also fits | Practice Management & Workflow with AI |
| Works with | Clio, Microsoft Word, Court forms libraries, U.S. immigration forms |
| Confidentiality | Posted on the vendor's site: client data is not used to train AI models; SOC 2 Type II; SOC 1 Type II; HIPAA named. |
| Checked | 2026-10-31, against the vendor's own page |
Who it's for
Clio Draft is listed as a fit for solo attorneys and small firms, and the vendor names solo attorneys, small law firms, family law and estate planning practices and immigration practices on its own site. The job it gets hired for: turning intake answers into finished pleadings, letters, plans and forms without retyping. It also fits the Practice Management & Workflow with AI category.
What it costs
Clio Draft is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Clio Draft pulls client and matter details straight from Clio Manage into templates and court forms, and its built-in AI converts existing Word documents into reusable templates. Clio posts that data is never used to train AI models and completes annual SOC 2 Type II examinations.
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