Legal ops · Production

Clio Draft uses AI to automate legal client questionnaires and document generation

The problem

Law firms manually determined what client information to collect for each matter, which was slow and inconsistent, reducing time available for billable work.

Workflow diagram · grounded in source
1
AI drafts questionnaire questions
Ai action
AI drafts the questions and proactively ensures only the right ones are asked based on required documents.
▾ source quote
“AI will draft the questions and proactively ensure you're only asking the right ones. Easily edit and customize questions to meet your needs.”
2
Branded questionnaire sent to client
Output
Professionally branded, multi-page questionnaires are sent for clients to fill from anywhere, on any device.
▾ source quote
“Send professionally branded, multi-page questionnaires that they can fill from anywhere, on any device”
3
Conditional logic filters questions
Routing
Conditional logic controls which questions are shown to clients depending on their responses.
▾ source quote
“Use conditional logic to control what questions are shown to your legal clients depending on their responses”
4
Responses mapped to document templates
Integration
Client responses map to fields in document templates to enable automatic document generation.
▾ source quote
“Client responses map to fields in your document templates so you can automatically generate legal documents and court forms”
5
Legal documents auto-generated
Output
Legal documents and court forms are automatically generated from the mapped client responses.
▾ source quote
“automatically generate legal documents and court forms, freeing up your time to focus on billable work”
Reported outcome

Firms can collect client information faster, generate legal documents in minutes from questionnaire responses, and improve efficiency and consistency across matters.

Reported metrics
Questionnaires sent per day3-4
Document creation timein minutes
Client experience with questionnairesclients love it, it's clear and super easy to fill out
Time freed for billable workfreeing up your time to focus on billable work
Reported stack
Clio DraftMicrosoft Word
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Source
https://www.clio.com/ca/draft/automated-legal-client-questionnaires/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Firms can collect client information faster, generate legal documents in minutes from questionnaire responses, and improve efficiency and consistency across matters.

What tools did this team use?

Clio Draft, Microsoft Word.

What results were reported?

Questionnaires sent per day: 3-4; Document creation time: in minutes; Client experience with questionnaires: clients love it, it's clear and super easy to fill out; Time freed for billable work: freeing up your time to focus on billable work (source-reported, not independently verified).

How is this legal ops AI workflow structured?

AI drafts questionnaire questions → Branded questionnaire sent to client → Conditional logic filters questions → Responses mapped to document templates → Legal documents auto-generated.

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