- Is Document Automation different from the features in Microsoft Word?
- Can I do a mail merge or document assembly using Clio?
- Clio Manage
- Document Automation Basics: Uploading Templates and Generating Documents
- Video: How to Generate a Document from Template
- Webinar: Document Automation - Creating Workable Templates
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.