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SIMPLIFY(YOUR(TASKS(WITH(
DOCUMENT(AUTOMATION
Andrew'Gay,(Clio
Megan'Salisbury,(Clio
Megan
Training(Coordinator
Vancouver
Andrew
Customer(Support(Specialist
Vancouver
Agenda
What(is(document(automation?
What(is(document(automation(great(for?
Why(is(document(automation(awesome?
Basic(functionality
Real(life(examples
Fun(Fact
53%
What(is(Document(Automation
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
Take(common/
standardized
document
Turn(into(
template
Upload(
to(Clio
Generate!
What(is(it(great(for?
Letters
Agreements
Contracts
Forms
Petitions
Wills
Notices
Why(Use(It
Reduce(Errors
Save(Time
Mo’(Money
Reduce(Errors
Typos
Missed/incorrect(information
Version(control
Save(Time
No(more(construction(“from(scratch”
Wasted(time(hunting(down(client(info
Time(consuming(copy/paste(or(editing
Profit
New(clients
Time(to(pursue(other($$$Zmaking(ventures
More(accurate(billable(time
Next(Up
Real(Life(Examples(On:
Basic(Mechanics
Custom(Fields
Forms
Conditional(Statements
Useful(Info
Basic(Mechanics
Take(common/
standardized
document
Turn(into(
template
Upload(
to(Clio
Generate!
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
EXAMPLE(1:(
NDA
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
Tips
• Microsoft(Office(Document(Formats
• Split(Screen
• CMD/CTRL(+(F
• Copy(to(Clipboard
EXAMPLE(2:(
NONZCOMPETE(AGREEMENT
Custom(Fields
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
EXAMPLE(3:(
COURT(FORMS
Turning(a(PDF(into(a(Template
1. Screenshot(of(each(PDF(page
2. Insert(>(Image
3. Resize(to(fit(page(without(margins
4. RightZclick,(“wrap(text(through”
Tips
• Save(PDF(as(an(image
• Wrap(text(through
• Text(boxes(for(Merge(Tags
Recap
EXAMPLE(4:(
CONDITIONAL(STATEMENTS
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
How(it(works
“If(your(Trust(Balance(has(fallen(below($5000,(please(submit(check(for(the
remaining(balance.”
USING
Expression1(Operator(Expression2("TrueText"("FalseText”
BECOMES
“IF(the(trust(balance(is(zero,(then(display(a(message(asking(for(another
prepayment.( Else,(display(a(thank(you(message.”
BECOMES
IF(<<Matter.Client.TrustBalance( >>(=(0(“Please(remit(another(preZpayment.”
“Thank(you(for(your(preZpayment.”(
Applying(to(Template
PC:
Mac:
PC Mac
PC Mac
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
Other(Examples
“A(conflict(check(was(performed.”
USING
Expression1(Operator(Expression2("TrueText”("FalseText"
BECOMES
IF("<<(Matter.CustomField.ConflictCheck(>>"(=("true"("A(conflict(check(was
performed.”("A(conflict(check(was(not(performed.(Please(conduct(a(conflict(check."
Other(Examples
Remember(our(“Industry”(custom(field?
USING
Expression1(Operator(Expression2("TrueText"("FalseText"
BECOMES
{IF("<<(Matter.CustomField.Industry(>>"(=("Entertainment"("Entertainment"(“
{IF("<<(Matter.CustomField.Industry(>>"(=("Technology"("Technology"(“
{IF("<<(Matter.CustomField.Industry(>>"(=("Arts"("Arts"(“}”}”}
Tips
• If,(then,(else
• Custom(Fields(>(Text((Paragraph)
• Show(Document(Content(options
Useful(Information
Saving(Formatting(as(Styles
Clio Cloud Conference 2015 - Simplify Your Tasks with Document Automation
New(Template(Versions
Preview(Merge(Field(Data
Wrap(Up
Thank(You!

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