Clio Draft

6.1easy start · #14 of 33
in Document Automation Software

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Clio Draft is ranked #14 of 33 in document automation software on The Geeks Club. It runs on Web.

Clio Draft plans and pricing

All plans

Clio Draft Not published AI-powered Word templates · court forms · questionnaires · document sets · e-signatures · Clio Manage integration clio.com · 30 Sept 2026

Compared on document automation software

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The record

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

Where it ranks on The Geeks Club

Best Document Automation Software in 2026#14 of 33
Best Legal Document Automation Software in 2026#12 of 31
Best AI Contract Generators in 2026#13 of 24

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Sources

clio.com/draft/· checked 30 Sept 2026
clio.com/draft/advanced-document-automation/· checked 30 Sept 2026
clio.com/draft/pricing/· checked 30 Sept 2026
trust.clio.com· checked 30 Sept 2026
clio.com/about/· checked 30 Sept 2026