Smarter Drafter + Clio
Combine the best-in-class document automation
and practice management platforms with our one-click integration.
What does this integration do?
Smarter Drafter and Clio integrate seamlessly so that contact details aren’t being duplicated and documents are all kept in one place, saving you time and keeping things simple.
Save time, reduce errors and maintain a single source of truth
Smarter Drafter and your Clio contacts are automatically synchronised each time you use a Smart Q&A Form.
This integration will help save you time and cut down errors by automatically filling in the details of all the parties in a legal document whilst also ensuring that you have a single source of truth for all your contacts.
Send and Save directly with Clio
Save directly to a folder in your Clio matters to maintain integrity of your documents
Documents generated in Smarter Drafter can be saved directly to a folder in your Clio matters. You’ll be able to keep all your documents in one place with just a single click, helping you avoid double-handling and maintaining the integrity of your documents.
Book in for a 1-on-1 demo
See what Smarter Drafter could do for your firm.
Book in for a 1-on-1 demo with one of our highly-trained experts.