Clio's document automation is more powerful than you know!

[@lynej2011]

You offer some valuable information, and I have subscribed a while back. One thing that irritates me is that there is no merge field that will pull the company address for an employee listed as a related contact. Also, if I add a contact and select the company, the address does not pull up that way either. So, if I have 20 adjusters working for one company, I have to add contact information for EACH and input the addresses 20 times? Is there an efficient workaround? Thanks!

[@streamlined-legal]

You are correct. There is no way to connect the Company address to a Contact. However, you can upload contacts in bulk. So if you have 20 people at the same address, it may be worth it to create a spreadsheet and upload it instead of entering them one by one. Here are the steps with a template you can use: support.clio.com/hc/en-us/articles/115002928433-How-to-Import-Contacts-Into-Clio-Manage.

[@lynej2011]

I really appreciate you putting out these videos. Could you tell me why you went under Clio instead of Google Drive if they are synched? Also, we have "Documents" and "Dropbox" under our List Documents. I don't understand why the "Documents" isn't named "Clio". Thanks!

[@streamlined-legal]

Clio does sync with Google Drive but the automated documents are created in Clio and will appear in the Clio Document storage upon creation. So if you're storing your documents anywhere else, you'll need to move them after they have been created.

[@lynej2011]

@@streamlined-legal Great, thanks!

[@Shmooncy.]

Hi, thanks for posting this tutorial! I'm having an issue using this that I'm hoping you can assist with. I'm attempting to create a template using the conditional statements, but I'm getting stymied on the first conditional statement. Using the custom field I have set up in Clio (and copied and pasted into the template exactly as in your video) it ends up looking like this in the template: {IF "" = "CIRCUIT" "in excess of $50,000.00" "in excess of $8,000.00 but not exceeding $50,000.00" \*MERGEFORMAT} However, when I merge the document from the file, it comes out in Word looking this: {IF "CIRCUIT" = "CIRCUIT" "in excess of $50,000.00" "in excess of $8,000.00 but not exceeding $50,000.00" \*MERGEFORMAT}. Any chance you have an idea of what I'm doing wrong?

[@RajU-ju4og]

HI, I have a question, I am new to Clio and creating some documents. In the matter, I have two witnesses. WIll the witnesses be added as each new Contact or added as custom fields in Matter? Can you please reply to my question?

[@streamlined-legal]

Hi Rajesh. I would recommend entering them into Clio as a contact and then you can attach them to the matter either (1) by using a Contact Select custom field OR (2) by making them a Related Contact with a consistent title so that future documents will work (i.e. Witness 1, Witness 2, etc.).

[@Josiebrave]

Can information in a Clio Grow form be added to populate Contact/ Matter custom fields in Clio Manage? If so, I'd love a video on that. I think its super annoying to have to copy and paste form information from a Clio Grow intake for that's been filled in by client manually in Clio Grow. HELP!

[@streamlined-legal]

Yes! Great idea! Here are the instructions in the meantime: support.clio.com/hc/en-us/articles/360010072313-How-to-Connect-Form-Questions-to-Custom-Fields-in-Clio-Grow

[@clearmanlawyers753]

Why do people assume that the "highest and best use" of a lawyers time is doing legal work? That's crazy. How can anyone scale a business if they're just plugging away on cases? Basic business understanding says that instead of $300-$500 an hour tasks, business owners should be doing the $5,000-$10,000 an hour tasks including paying attention to relationships, automation and marketing.

[@streamlined-legal]

I agree! I think that a lawyer's "highest and best use" of time can be legal work or it can be business building or it can be both! It depends on what that lawyer's goals and preferences are. Do they want to run the business and hire others to practice law, or practice law and hire others to run the business, or do a combination? Figuring that out for yourself is key!

[@clearmanlawyers753]

@@streamlined-legal Thank you Melanie. Totally agree.