Projects

In Clio Draft Pro, after you create a client, you can create projects for these clients.

A project is essentially a folder of documents you create for your client's specific case. A client can have more than one project. Within each project is your client's stack, or set of documents relevant to the project.

Create a project

1. If you just created a new client, you will be directed to the client's empty Projects tab. Otherwise, go to the main Clients tab, and select the client's for whom you want to create a project
2. If the client does not yet have any projects, click Create new project, or if there are existing projects click Add new project.
3. Enter a project name.
4. Optional: By default, your name will appear as the Responsible attorney. You can select a different attorney from the list of Clio Draft firm users or use the x to leave the field empty. 
5. Optional: Click More options to expand the modal and fill in additional details for your project
6. Click Create project.

Delete a project

1. From Clio Draft's Client (Home) page, click the client whose project you want to delete, then find the project you want to delete. Alternatively, you can also find the project from the main Projects tab.
2. Click the ellipses for the project, then click Delete project.
3. Click Delete to confirm the action.

Once you added all the forms you need to your project, you can continue with the drafting process where the selected forms are populated with client information.

Add forms to your project

To add forms from the library:

1. If you just created a new project for a client, you will be directed to the stack builder page where you can browse county, state, or federal forms, or templates to add to your project. Otherwise, to add more forms to an existing project, first navigate to and open the project, then click Add/remove documents to open the stack builder page.

2. Use the search bar to search for a forms or click any of the subtabs below the search bar to look for forms according to these categories.

   Tip: If you know the form number, you can search for that. Searching for single keywords also usually produces the forms you are looking for. Avoid searching a complete form title unless you know the exact title. Any difference inf your search phrase from the form title will not return results.

   You can also upload your own .pdf or .docx files to your project.

3. Once you find the form you want to add, hover over the form's pane and click Add.
   • The form will appear in the list of forms on the right.
   • You can add multiple copies of the same forms.

You can repeat the steps above to search for and add as many forms as you like to your project. 

1. Click Add attachment (at the bottom of the list of forms on the right added to the project).
2. Select the relevant file(s) from your computer.

Once your form has uploaded, you can rename it, reorder it in your stack, add custom text fields while in draft mode, and add signature and date boxes.

Once you added all the forms you need to your project, you can continue with the drafting process where the selected forms are populated with client information.

Manage forms in projects

Rename forms

You can rename the forms you have added to your project.

1. From a project, click + Add/remove documents to access the stack builder page.
2. Hover over a form in your form list on the right, then click the edit icon.
3. Rename the document.
4. Click Confirm.

Reorder forms

You can reorganize the order of the forms in your stack by clicking and dragging each form into your preferred position on the list.

Remove forms

To remove a form, click the X next to the form name.