Template Builder Add-in

The Template Builder Add-in is an integration between Microsoft Word and Clio Draft that makes it easy to create, save, and edit templates directly in Microsoft Word. With templates built in the add-in, you can enter text once and have it populate across multiple sets of documents when drafting client-specific documents from the templates in the Clio Draft platform. You can also use advanced features like conditions to add or remove clauses, saving you time on routine correspondence and  preparing legal documents.

Information for the Template Builder Add-in can be found as part of the set of information for the most recent version of Clio Draft.

• Learn how to install or uninstall the template builder add-in.

  • If you encounter an error "the authentication session has expired: please login again" or similar when attempting the installation for Mac, refer to the following information to troubleshoot.

    Troubleshoot

    1. Close any MS Suite apps including Word, PowerPoint, Excel, OneNote, and Outlook.
    2. Open your Keychain app.
    3. Select your default keychain on the left side which is usually the 'login' keychain.
    4. Click on the lock icon on the top left side to ensure the lock is in the locked state.
    5. Open any Office app. You should see a modal asking for permissions to access the keychain. Enter your password and click Allow or Always Allow when prompted.
    6. You may need to sign in again.

    Users not subscribed to our pro plan at the time of add-in download will automatically be charged for a pro plan subscription(s).

• Learn how to set up Word document templates for the first time and how to Import cards, fields, and conditions from existing templates to new templates.
• Learn about cards and fields.
• Learn how to insert fields individually and in bulk.
• Understand and use conditions.
• Learn how to draft new documents

Troubleshoot the add-in

If the add-in stops responding, clear your cache and reload.

Mac users

1. Open Microsoft Word and open the Clio Draft Template Builder.
2. Click the "i" icon in the top right corner of the add-in.
3. Click Clear Web Cache.
4. Click the "i" icon in the top right corner of the add-in.
5. Click Reload.

PC users

Clear your cache in the Microsoft Edge browser.

1. Close all Microsoft Word and Edge windows.
2. Reopen one Microsoft Edge browser window.
3. On the top right of the browser screen, click the three dots, then click Settings.
4. On the top left of the Settings page, click the lock icon for Privacy and Services.
5. Scroll to the Clear Browsing Data section, then click Choose what to clear.
6. Click all the checkboxes in the list, and click Clear now.
7. Open Microsoft Word, and open the Clio Draft Template Builder.
8. Click near the top right corner of the template builder, then click the arrow icon.
9. Click Reload.