SIMPLIFY(YOUR(TASKS(WITH(DOCUMENT(AUTOMATION
Andrew'Gay,(ClioMegan'Salisbury,(Clio
MeganTraining(CoordinatorVancouver
AndrewCustomer(Support(SpecialistVancouver
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
Take(common/standardizeddocument
Turn(into(template
Upload(to(Clio
Generate!
What(is(it(great(for?
Letters
Agreements
Contracts
Forms
PetitionsWills
Notices
Why(Use(It
Reduce(Errors
Save(Time
Mo’(Money
Reduce(Errors
Typos
Missed/incorrect(information
Version(control
Save(TimeNo(more(construction(“from(scratch”
Wasted(time(hunting(down(client(info
Time(consuming(copy/paste(or(editing
ProfitNew(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/standardizeddocument
Turn(into(template
Upload(to(Clio
Generate!
EXAMPLE(1:(NDA
Tips
• Microsoft(Office(Document(Formats• Split(Screen• CMD/CTRL(+(F• Copy(to(Clipboard
EXAMPLE(2:(NONZCOMPETE(AGREEMENT
Custom(Fields
EXAMPLE(3:(COURT(FORMS
Turning(a(PDF(into(a(Template
1. Screenshot(of(each(PDF(page2. Insert(>(Image3. Resize(to(fit(page(without(margins4. RightZclick,(“wrap(text(through”
Tips
• Save(PDF(as(an(image• Wrap(text(through• Text(boxes(for(Merge(Tags
Recap
EXAMPLE(4:(CONDITIONAL(STATEMENTS
How(it(works“If(your(Trust(Balance(has(fallen(below($5000,(please(submit(check(for(theremaining(balance.”
USINGExpression1(Operator(Expression2("TrueText"("FalseText”
BECOMES“IF(the(trust(balance(is(zero,( then(display(a(message(asking(for(anotherprepayment.( Else,(display(a(thank(you(message.”
BECOMESIF(<<Matter.Client.TrustBalance( >>(=(0(“Please(remit(another(preZpayment.”“Thank(you(for(your(preZpayment.”(
Applying(to(Template
PC:
Mac:
PC Mac
PC Mac
Other(Examples“A(conflict(check(was(performed.”
USINGExpression1(Operator(Expression2("TrueText”("FalseText"
BECOMESIF("<<(Matter.CustomField.ConflictCheck(>>"(=("true"("A(conflict(check(wasperformed.”("A(conflict(check(was(not(performed.(Please(conduct(a(conflict(check."
Other(ExamplesRemember(our(“Industry”(custom(field?
USINGExpression1(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
New(Template(Versions
Preview(Merge(Field(Data
Wrap(Up
Thank(You!