We’re rolling out updates to the look and feel of Smarter Drafter Pro – subtle changes that you’ll...
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1 minute read
Take your productivity a step further by launching Smarter Drafter right from your Clio matter.
Lawyers don’t lack tools. They lack flow.
Too often, document automation sits alongside the systems lawyers actually use. It means logging into something else, re-entering data, and breaking concentration just to get a document out.
That friction adds up. It slows adoption, creates rework, and turns what should be a simple process into something people avoid.
We’ve taken a different view. Automation shouldn’t sit beside your work. It should sit inside it, right where you work.
Automation, where you work
Our focus has always been to embed Smarter Drafter Pro directly into the systems lawyers already rely on - reducing barriers, minimising context switching, and making change easier to manage. The goal is straightforward:
- Launch automation from where you’re already working
- Use the data that already exists
- Return completed documents back into the same workflow
No duplication. No jumping between systems. No extra steps. Just a clean, connected process.
Now live in Clio
That approach is now extended to Clio.
With the Smarter Drafter Pro integration, lawyers can launch document automation directly from within Clio, using matter data to generate perfectly formatted, client-facing documents without leaving their workflow. In practice, that means:
- Starting automation directly from a Clio matter
- Passing matter data into Smarter Drafter automatically
- Generating documents without rekeying information
- Returning outputs back into the matter context
It’s the same Smarter Drafter Pro experience, just delivered where lawyers are already working.
Why this matters
This isn’t just about convenience. Embedding automation inside core systems like Clio removes the friction that typically holds firms back:
- Higher adoption — no new system to learn or remember
- Less rework — data flows through instead of being re-entered
- Simpler rollout — minimal disruption to existing workflows
- Consistent output — every document built on the same logic and structure
When automation fits naturally into the way people already work, it gets used.
Not a one-off integration
Clio is an important step, but it’s not a one-off. This is how we think about automation more broadly. Smarter Drafter Pro is designed to sit across your firm’s systems - whether that’s your DMS, practice management system, or other parts of your tech stack - connecting data, documents, and workflows into a single, consistent process.
Get started
If you’re using Clio and want to see how this works in practice, you can explore the integration here: https://smarterdrafter.com/integrations/clio
