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Smarter Drafter + Clio Integration Video

Picture of Smarter Drafter   Smarter Drafter  ·  1 minute read

Smarter Drafter and Clio integrate seamlessly so that contact details aren’t being duplicated and documents are all kept in one place.

About the video

In 2 minutes, we'll go over the basics of setting up and using the Smarter Drafter + Clio integration. 

Main features of this integration:

  • Smarter Drafter and your Clio contacts are automatically synchronised each time you use a Smart Q&A Form.

  • Documents generated in Smarter Drafter can be saved directly to a folder in your Clio matters.