Clio Draft invites you to their event

Clio Draft Onboarding Phase 1: Learning the Basics

About this event

Welcome to Clio Draft!

Phase 1 of our onboarding program is all about getting to know Clio Draft, generating Court Forms, working with our Template Builder Add-In, and developing a plan to implement document and court form automation in your firm. Staff will be on hand to answer questions in the chat, and additional time will be available at the end to dive into specific questions and feature demonstrations upon request.


  • Onboarding Overview and Available Resources (10 minutes)
  • Platform Tour & Clio Sync (10 minutes)
  • Court Forms Overview (10 minutes)
  • Building a Basic Template (30 minutes)

NOTE: Each access link is unique. Each person that wishes to attend must also register if they wish to attend on a different device.

Hosted by

  • Team member
    Shevonne Linton

  • Team member
    Sydney McKenna Legal Customer Success Specialist, Clio Draft

Clio Draft

Document Automation and Cloud-Based Court Forms

Clio Draft delivers easy-to-use document automation, fillable court forms, eSign, and knowledge management solutions for solo to mid-size legal service providers and legal aid organizations in a web-based platform accessible from anywhere.