This quick workflow generates a customizable declination letter. We used Minnesota Lawyer Mutual’s (MLM) No Engagement Guide and included their notes. We built this on the Empire Builder on our way down to Wisconsin Dells. We’ll share this with MLM on the vendor floor at Wisconsin State Bar Association’s Solo and Small Law Conference. Give […]
Tag: template
Clio Draft Pleading Starter
Pleading starters are a good way to get started in document automation. These templates simply generate the caption and signature block, allowing you to jump right into the substantive portion of your document. The attached template demonstrates some basic concepts for building one of these. It can be downloaded and edited for a firm’s personal […]
Power of Attorney Workflow
This Minnesota short-form power of attorney template demonstrates some of the basic features of a standard workflow; repeating items, linkable content, multi-select, and other features. Photo by Florian Klauer on Unsplash