Clio Draft is a legal drafting tool that helps you automate repetitive documentation workflows and tasks tasks. It features a library of up-to-date court forms that can "smartly" be filled with information that you have already collected about your clients and matters.
Navigate Clio Draft Pro
Note: This article applies to users with Clio Draft Pro accounts. Users with Pro X or Pro Unified accounts should refer to their relevant article about how to Navigate Clio Draft.
The Clio Draft Pro interface contains the following sections:
- Clients: This is where you can create, view, and manage clients.
- Projects: This is where you can view, manage, and delete projects.
- Help and support: From here you can access the Clio Draft Help Center for “how-to” articles and a library of tutorial videos and get information about how to get in touch with us.
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Team: This is where you can manage your account information, subscription, your integration with Clio and form libraries.
- Your account: Within Team, the Your account tab is where you can manage your personal information, manage security settings (including updating your password, enabling two-step verification, or logging yourself out of other active browsing sessions), and manage organization (firm) information.
- Subscription: Within Team, the Subscription tab is where you can manage (invite or revoke) your firm members' access to Clio Draft, add additional seats to your firm's subscription, make updates to your plan subscription (plan type, billing cycle, or cancelling your subscription), view previous bills, or update your payment method.
- Integration: Within Team, the Integrations tab is where you can manage the connection from your Draft account to Clio.
- Form libraries: Within Team, the Form libraries tab is where you can choose which of libraries of forms you want to add to your account.
- Organization: If you have more than one Clio Draft account, you can use the Organization icon to switch between your accounts.
- Initials icon/profile picture: This is where you can also access some of the pages mentioned above (Your account and Help and support/Support) and also where you can log out of your session.