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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, there are four prebuilt templates available for Clio Clients:

  • Estate Planning Template - Design and Asset Information. Executors, etc. This should be used in Estate Planning Matters.
  • Probate Template - Decedent’s Asset and Beneficiary information. To be used in Probate Matters.
  • Divorce Template - 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.
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