PDF TemplatesĪs a general rule of thumb, Text Editor Templates are best for fee agreements and any kind of document which may need to be modified in certain instances. The only way to edit the PDF is to create a new version outside of Clio Grow and upload it again as a new template.Īn example of a PDF Template in the HelloSign editor. You can still use automation to automatically fill out the blank fields in a PDF Template, but you can’t customize the underlying content of the template, which makes them a bit less flexible. PDF Templates are most commonly used for standardized legal forms that clients may need to fill out and sign, such as a HIPAA authorization or government filing. Instead, you can use the HelloSign editor to overlay blank fields on top of the document to be filled out with client or matter information. Unlike a Text Editor Template, you cannot make any changes to the underlying template itself once it has been uploaded. PDF TemplatesĪ PDF Template is pretty much just what it sounds like - a PDF that you can upload into Clio Grow, save as a template, and use in the future. With the HTML text editor, you can make unlimited modifications to a particular client’s document during the drafting process without affecting the underlying template, which will remain unchanged.Īn example Text Editor Template is shown below.Īn example of a Text Editor Template in the HTML editor.
Text Editor Templates are most commonly used for documents which may need to be modified depending on the client or the circumstances.įor example, if you occasionally need to customize the language or add or remove a provision from your fee agreement, a Text Editor Template would be the perfect solution. You can copy/paste text into the text editor from another source, such as a Word Document, and you will have the ability to make changes to the text or formatting of the document any time without having to leave Clio Grow. It’s important to understand the difference between them to decide which style of template will work best for a specific situation.Īs the name implies, a Text Editor Template gives you the ability to edit the text of your document within Clio Grow using an HTML text editor. Each one works a bit differently and has its own benefits and drawbacks. There are two different types of templates that you can create within Clio Grow. This guide will cover the different types of document templates you can create and walk you through the process of creating a template from start to finish. Basically any document that you use repeatedly in your intake process or operations can be created into a template to make it easier to reuse in the future. Some common examples include fee agreements, engagement letters, retainer agreements, legal services agreements, HIPAA authorization/medical record release forms, etc.
There really is no limit to the kinds of templates you can create. You can then send these documents out via email or open them up on a computer or tablet in your office and have them signed electronically. Clio Grow’s document template editor allows you to create reusable templates for important documents that need to be generated and/or signed during the intake process.īy using document templates, you will have the ability to automate the process of drafting a document or even filling out a standard legal form.