Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

What Prebuilt Templates Does Clio Offer Clients?

Objective:

  • Explain which prebuilt forms exist
  • Provide additional value for Grow Setup

Environment:

  • Clio Grow

Additional Information:

Answer:

Currently available prebuilt templates for Clio Grow Clients:

  • Estate Planning Questionnaire - For law firms that want an extensive Estate Planning Form. Most comprehensive Estate Planning Forms are over 15 pages long.
  • Estate Planning Worksheet - For law firms that want an extensive Estate Planning Form. Most comprehensive Estate Planning Forms are over 15 pages long.
  • Estate Planner (Simplified)For law firms that want a simple Estate Planning Form. If they need a shorter version, use the simplified Estate Planner. Forms are under 15 pages long.
  • Probate Questionnaire - Decedent’s Asset and Beneficiary information. To be used in Probate Matters.
  • Family Law - Divorce Intake - Spouse’s assets and Children information oriented.
  • Personal Injury (Auto Accident) Template -  Focused on collecting accident information. Made for firms who specialize in Personal Injury.
    • Also available in Spanish
  • Personal Injury - (Non-Auto Accident Focused)- It can be used for all Personal Injury matters (such as Slip and Fall), however it does not include Auto Accidents.
    • Also available in Spanish
  • Immigration - It can be used for an U.S.-based Immigration matters looking to collect basic family and travel information.
    • Also available in Spanish
  • Bankruptcy - It can be used to collect Financial and Asset information for those declaring Chapter 7 or Chapter 11 Bankruptcy.
  • Business Formation - Used to collection information regarding the nature, intellectual property and membership for new or existing business entities. 
  • Criminal - Used to collect pertinent information for a Criminal Defence case.

These are available for purchase as part of the Grow Setup package, or a la carte. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality