Step 1: Set Up Clio Custom Fields and Custom Field Sets
Claim Automated provides the fields you need and the pre-build claim. Custom fields are one of the tools that make Clio’s document automation extremely powerful. For each custom field that you’ll need, do the following...
In Clio, click Settings > Custom Fields:
Step 3#: Automatically Generate Claims In Clio!
Click Documents > Clio. Click the little arrow next to “New,” and click “Document from template.”
Select your template, matter, and output format (PDF, Word, or both). Click “Create.
Click the name of the document to download a copy or click “Share” to send the document straight to the client via Clio’s secure portal, or by email.
How do you use Claim automated in Clio? Claim Automated provides the fields you need and the pre-built claim. Whether you’re handling breach of contract disputes, property damage claims, or other types of lawsuits, Claim Automated makes it easy to generate claims, reduce time and produce quality documents.
FREE Demo Video
FREE Demo Video
Matter Screens; Breach of Contract, Home Repair, Loan, Property Damage, Sale of Goods, Services Rendered/Unpaid Invoice and more.
Useful info
- Leverage pre-built claims
- Enhances productivity
- Reduces errors
- Empower employees
- Easy to use interface