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Clio Grow Forms and Documents vs. Clio Manage Document Automation

Question:

  • What is the difference between Clio Grow forms and documents, and Clio Manage Document Automation?
  • What kind of documents can I automate in Grow vs. Manage?
  • How do I automate my court forms?
  • What forms can I build in Grow?

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

Answer:

As a general rule of thumb, the scope of forms and documents within Clio Grow should be limited to those that will be used during the Client Intake Process. The difference between a form and a document in Clio Grow can be found here. 

Similarly, any documents that are needed during the management of the case should be created using the document automation within Clio Manage.

For a detailed comparison of the different form and document tools in the Clio Suite, please refer to the table below:

 

Type Clio Grow Forms Clio Grow Text Editor Templates Clio Grow PDF Templates Clio Manage Document Automation
Included In Grow Setup Package? Yes  Yes Yes No
Supported File Types None (in-app) None (in-app) PDF Only

“.doc", ".docx",".ppt", ".pptx", ".xls", and ".xlsx" (best optimized for .doc)

Supported Languages

Questions in any alphabet. Contact block in English

Latin Alphabet (HelloSign will remove non-Latin characters) Latin Alphabet (HelloSign will remove non-Latin characters)

Any Alphabet

Formatting Available
  • Multiple response types (text, date, checkbox, etc.)

  • Follow-up Questions and conditional logic
  • Page breaks
  • 10 fonts
  • 18 font sizes (cannot be typed in)
  • Hexadecimal colour choices 
  • Page breaks
  • E-signatures 
  • Filled with data collected via Clio Grow forms
  • E-signatures
  • Text boxes for “User Signers”, and “Signers” 
  • Sender can fill in custom fields saved to incoming client
  • Uses all formatting available in host programs 

  • E-Signatures
  • Merge Fields (both custom and prebuilt), used to autofill information.
  • Conditional Statements available (if this, then that, etc.)
Notes/Uses
  • Optimal for information-gathering during the Client Intake Process through:
    • Intake forms
    • Questionnaires
    • Workbooks
  • Ability to map questions to Custom Fields
  • Designed for short, regularly used documents involved in Client Intake such as:
    • Retainer Agreements
    • Engagement Letters
    • Fee Agreements
  • Date not collected, saved on document
  • Limited in its formatting. No page numbers, headers, footers, or tables of contents.
  • Uploaded templates of official forms:
    • Court Forms (max. 25-30 merge fields)
    • Immigration Forms
    • Government and Tax forms
  • Custom fields must be selected before template is created

  • Must establish the number of signers beforehand
  • Things you should do before building a PDF Template
  • Longer court documents that require over 30 merge fields to automate.
  • Files saved in Clio Manage (AWS/synced cloud storage)
  • Designed for all documents/files involved in legal work for retaining Clients
  • Use Clio Launcher to edit and save files back directly

 

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