- Is Document Automation different from the features in Microsoft Word?
- Can I do a mail merge or document assembly using Clio?
- Clio Manage
- Webinar: Document Automation - Creating Workable Templates
- Video: How to Generate a Document from Template
Clio's Document Automation allows you to create PDF or Word documents using data from Clio. This allows you to rapidly build forms and standard documents, such as Engagement Letters and Retainer agreements using Clio.