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!