Take your productivity a step further by launching Smarter Drafter right from your Clio matter.
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.
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:
No duplication. No jumping between systems. No extra steps. Just a clean, connected process.
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:
It’s the same Smarter Drafter Pro experience, just delivered where lawyers are already working.
This isn’t just about convenience. Embedding automation inside core systems like Clio removes the friction that typically holds firms back:
When automation fits naturally into the way people already work, it gets used.
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.
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