Integrations

Smarter Drafter + Clio

Combine the best-in-class document automation and practice management platforms with our one-click integration.

What does this integration do?

Smarter Drafter and Clio integrate seamlessly so that contact details aren’t being duplicated and documents are all kept in one place, saving you time and keeping things simple.

Generate documents from Clio data

Use your Clio data to create accurate, consistent documents.

Pull client and matter data into documents

Pre-fill all details automatically

Keep Clio as your single source of truth

Save documents back to Clio

Send completed documents to the right matter, automatically.

Upload documents on completion

File to the correct matter every time

Keep Clio as your single source of truth

Secure at every stage

Security matters when working with sensitive client information. Take security risks off the table with our locally-hosted solution.

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Locally-hosted

Hosted onshore, with Microsoft Azure

ISO Certified

Smarter Drafter is certified ISO 27001

Encrypted

Latest version of TLS and data encrypted at rest

Secure

Multifactor authentication keeps your data protected

Let’s talk

Get in touch with one of our automation specialists to organise a quick demonstration of Smarter Drafter.

Book a Demo