List of Clio Draft Customers
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Since 2010, our global team of researchers has been studying Clio Draft customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio Draft for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio Draft for Document Management include: Legalease Solutions, a United States based Professional Services organisation with 250 employees and revenues of $30.0 million, Freeburg & Granieri, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Law Office Of Alexis Lynch, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio Draft, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clio Draft customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Freeburg & Granieri | Professional Services | 10 | $2M | United States | Clio Software | Clio Draft | Document Management | 2021 | n/a |
In 2021, Freeburg & Granieri implemented Clio Draft to automate California Judicial Council court forms and consolidate document workflows. The Pasadena based litigation firm of approximately 10 employees deployed Clio Draft as its Document Management solution to standardize drafting and filing processes across its practice.
The implementation centered on document automation for court forms, with configuration of reusable templates and automated population of Judicial Council fields to reduce manual entry. Clio Draft was used to centralize document generation and version control, aligning form templates with existing matter records to streamline drafting, review, and filing steps.
Operational coverage for the Clio Draft deployment is focused in the United States, specifically California, and impacts core business functions including document drafting, court filing, and attorney review workflows. Governance changes included standardizing form templates and formalizing a single document workflow to reduce errors, and the firm reported reduced drafting and filing errors, an estimated savings of 4 to 5 attorney hours per week, and the ability to operate without hiring additional support staff.
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Law Office Of Alexis Lynch | Professional Services | 10 | $1M | United States | Clio Software | Clio Draft | Document Management | 2020 | n/a |
In 2020, the Law Office Of Alexis Lynch deployed Clio Draft for Document Management to automate sets of Judicial Council forms and client questionnaires across a solo conservatorship practice in California. The implementation focused on court forms and document management workflows, standardizing document assembly and intake for the firm's conservatorship caseload.
Clio Draft was configured with automated templates for Judicial Council forms and questionnaire-driven document assembly, centralizing form versions and intake artifacts within the Document Management environment. The deployment operated in the United States with an operational focus in California, enabling the solo practitioner to scale services into 12 counties without adding staff. The rollout restructured document creation and intake workflows, increasing client-facing time and faster turnaround while helping preserve work life balance for the practitioner.
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Legalease Solutions | Professional Services | 250 | $30M | United States | Clio Software | Clio Draft | Document Management | 2022 | n/a |
In 2022, Legalease Solutions implemented Clio Draft as a Document Management deployment to automate high volume answers to complaints and other repeatable documents. The Ann Arbor based alternative legal service provider applied Clio Draft across client matters and multiple jurisdictions in the United States to standardize document creation for recurring legal tasks.
The implementation emphasized document automation capabilities, establishing reusable templates, conditional content assembly and standardized drafting workflows to handle high volume complaint responses and repeatable documents. Clio Draft was configured to centralize document generation, manage versioning and reduce manual drafting steps, consistent with Document Management functional expectations.
Operational coverage targeted document heavy practice teams and matter level workflows in the US, accompanied by governance changes around template ownership, review gates and standardized approval processes to maintain consistency across jurisdictions. The deployment delivered a reported approximately 30% improvement in document turnaround times and reduced the team size needed for document heavy processes.
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