Take Control of your Matters with Leaflet

Leaflet empowers Lawyers to draft faster, while still retaining all of the control required to make each document bespoke. Attorneys can select pre-automated forms, answer questions, and use the Clause Library to generate dynamic agreements and watch the changes occur live.

Leaflet’s Clio integration allows lawyers to begin the document creation process directly in the matter, and pull in relevant information that has already been added to Clio, such as contact information, and other key terms.

Using Leaflet with Clio

Leaflet’s Clio integration enables law firms, practice groups or individual lawyers to take all or part of the questionnaire that drives any “matter” and publish them for document creation.

Each questionnaire published out in this fashion is called a “Leaflet.” These Leaflets can be automatically filled with values you’ve already entered in your matter, or any other system. Any of the attorneys who have been granted access to a Leaflet can use it and submit their matters and then generate as many versions as required for any matter.

Leaflets are flexible, mobile interviews that you extract from your automated forms and share with anyone who might request documents from you.

Select “New Contract” from the More Actions menu.
Click “Open” to select your published Leaflet.
After completing the questionnaire click on the “Get Document” icon provided on top right corner of the screen.
Once generation is complete, you can download, preview, email, or eSign your document. The document is also deposited in the Clio matter.
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