Clio Matter Templates

Ready to automate claims processing for your civil litigation practice using Clio?

Civil Litigation Claims Processing System – the first system to automate civil litigation pleadings.

In Clio Manage, you can streamline your matter creation process by using matter templates. These templates come with pre-established information that will automatically fill in when initiating a new matter. This functionality reduces the time spent inputting routine data during matter creation, promoting consistency across newly generated matters. Simply choose the relevant matter, input the necessary details, and watch as a fully completed claim effortlessly emerges. Transform hours of work into mere minutes with our streamlined process.

Standardize everything with pre-build claims

Automation Made Easy!

Breach of Contract, Home Repair, Loan, Property Damage and more.

While every individual case has a unique set of facts, often, similar types of matters share common requirements. Whether you’re dealing with breach of contract disputes, property damage claims, or other lawsuits, the Claim Processing System makes it easy to generate claims with standardized pre-built templates. Our Claim Processing System provides you with the necessary fields and standardized pre-built claims.

Integration Made Easy

Seamless Integration: Streamlining Claim Processing with Clio Merge Tags!

Our claim processing system integrates with Clio. Why struggle with a multitude of redundant and invasive business applications when you can have everything consolidated into one? Create high-quality claims that are more centralized for the entire firm, with all documents accessible from one place.

Effortless for YOU and CLIENTS

A system that streamlines the claim process, so you can stop losing clients due to slow processing time.

• Compatible application – designed to work with Clio Manage.
• Case management system integration – access the claim from a single interface.
• Full automation – the first system to standardize civil litigation pleadings.
• Quicker turnaround time – streamlined claim process that does the work for you
• Handle larger workloads – save time by avoiding document collection, repeat client consultations, excess documentation, and more!
• Fewer errors – information is clear and concise; never type out a claim manually again

As a civil litigator, your time is valuable – Generate claims in minutes – not hours.