This video shows an beginning-to-end example on how to automate a document in Clio Manage - using information gathered from the client with DecisionVault.
We show:
- How to set up custom fields in Clio Manage
- How to set up field mappings that sync over from DecisionVault
- How to look up and add the field codes into a MS Word Template
- How to run the document automation and generate a PDF and Word document
