Leaflet Draft for Clio

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.

Automation Services

Leaflet offers Template Automation services packages to make it easier for the firms to get started and relieves burden on the ongoing maintenance of templates.

Additional Add-ons Available

With Leaflet for Teams users can now leverage the Power of Legal Automation directly within Teams. This integration provides the complete suite of Leaflet features, including collaborative contracting experience, streamlining document creation and workflow management process.

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

Launch your document generation process without ever leaving Zoho CRM. Generate documents anywhere, with the click of a button. Use data directly from your Zoho CRM account during the document generation process. Automatically import customer names, addresses, and any other fields.

With Leaflet’s Customize and Worldox integration, you can carry out even the most complex document automation workflows, from start to finish, without worrying about versioning, or hunting down your documents.

Launch your document generation process without ever leaving iManage! Edit and Customize your document’s using Leaflet’s new API hooks.

Quickly and easily sign documents using your existing Adobe Sign Account

Leaflet’s Docusign integration allows users to send documents using their existing Docusign Account.

With Leaflet for SharePoint organizations can now leverage the Power of Automation directly within SharePoint. This integration provides the complete suite of Leaflet features, including Microsites & Customize, all within your Single Sign-On SharePoint environment.

Import and export documents with ease to your Netdocument repositories.

Leaflet’s Zohosign integration allows users to send documents using their existing Zohosign Account.

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