This document discusses document automation using Clio software. Document automation allows common documents to be turned into templates that can generate customized documents automatically. It is well-suited for letters, agreements, contracts and forms. Using templates reduces errors, saves time, and allows lawyers to pursue more profitable work. The document provides examples of how to create templates for non-disclosure agreements, non-compete agreements, and court forms. It also demonstrates how to add custom fields and conditional statements to templates.

1. SIMPLIFY(YOUR(TASKS(WITH(
DOCUMENT(AUTOMATION
Andrew'Gay,(Clio
Megan'Salisbury,(Clio

2. Megan
Training(Coordinator
Vancouver

3. Andrew
Customer(Support(Specialist
Vancouver

4. Agenda

5. What(is(document(automation?
What(is(document(automation(great(for?
Why(is(document(automation(awesome?

6. Basic(functionality
Real(life(examples

7. Fun(Fact

8. 53%

9. What(is(Document(Automation

11. Take(common/
standardized
document
Turn(into(
template
Upload(
to(Clio
Generate!

12. What(is(it(great(for?

13. Letters
Agreements
Contracts
Forms
Petitions
Wills
Notices

14. Why(Use(It

15. Reduce(Errors
Save(Time
Mo’(Money

16. Reduce(Errors
Typos
Missed/incorrect(information
Version(control

17. Save(Time
No(more(construction(“from(scratch”
Wasted(time(hunting(down(client(info
Time(consuming(copy/paste(or(editing

18. Profit
New(clients
Time(to(pursue(other($$$Zmaking(ventures
More(accurate(billable(time

19. Next(Up

20. Real(Life(Examples(On:
Basic(Mechanics
Custom(Fields
Forms
Conditional(Statements
Useful(Info

21. Basic(Mechanics

22. Take(common/
standardized
document
Turn(into(
template
Upload(
to(Clio
Generate!

24. EXAMPLE(1:(
NDA

26. Tips
• Microsoft(Office(Document(Formats
• Split(Screen
• CMD/CTRL(+(F
• Copy(to(Clipboard

27. EXAMPLE(2:(
NONZCOMPETE(AGREEMENT

28. Custom(Fields

30. EXAMPLE(3:(
COURT(FORMS

31. 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”

32. Tips
• Save(PDF(as(an(image
• Wrap(text(through
• Text(boxes(for(Merge(Tags

33. Recap

34. EXAMPLE(4:(
CONDITIONAL(STATEMENTS

36. 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.”(

37. Applying(to(Template

38. PC:
Mac:

39. PC Mac

40. PC Mac

42. 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."

43. 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"(“}”}”}

44. Tips
• If,(then,(else
• Custom(Fields(>(Text((Paragraph)
• Show(Document(Content(options

45. Useful(Information

46. Saving(Formatting(as(Styles

48. New(Template(Versions

49. Preview(Merge(Field(Data

50. Wrap(Up

51. Thank(You!