Objective:

• Is Document Automation different from the features in Microsoft Word? 
• Can I do a mail merge or document assembly using Clio?

Environment:

• Clio Manage

Additional Information:

• Document Automation Basics: Uploading Templates and Generating Documents
• Video: How to Generate a Document from Template
• Webinar: Document Automation - Creating Workable Templates

Answer:

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.

To use Document Automation in Clio, you must first create a Template, which uses different Merge Fields. From there, you can easily create Documents using that template in a Matter's Document subtab.