eFiling integration for Clio Manage users
File and serve court documents and automatically track expenses, all from your Clio matter.
Faster filing and serving
Court filing and service information pre-populates from your Clio matter. Add/track orders from your favorite process servers.
Better case organization
Documents can be selected directly from your Clio matter, and court-endorsed copies sync back to your matter as soon as they're available.
Automatically expensed order costs
Expenses are recorded to your Clio matter as they happen. Transactional pricing makes it easy to bill 100% of the cost to your client.
Expanded capabilities
Electronic signatures
Add SignIT integration—powered by DocuSign—to mark and distribute documents for electronic signature without paying a costly subscription.
Rules-based calendaring
Quickly add jurisdiction-specific events to your calendar, and associate them with a specific case and matter via our integration with LawToolBox.
Court searching
Search federal and bankruptcy courts in all 50 U.S. states, track docket updates and receive real-time alerts on any new court activity.
How it works
1
Choose your documents for filing
Select documents directly from your Clio matter or your computer. Information saved to your matter is automatically pre-filled.
2
Automatically receive file-stamped copies
Once documents are returned from the court, file-stamped copies are downloaded back to your Clio account automatically.
3
Filing expenses update in Clio Manage
Expenses are automatically captured on the Activities tab, and appear immediately on your invoices. All the accounting is done for you.
Resources
Freeburg & Granieri
Christy Granieri left her old firm to start a more efficient, flexible practice. Learn how InfoTrack’s integration with Clio Manage ties it all together.
Integrated eFiling with Clio
Watch a short demonstration of how eFiling works when using the InfoTrack integration with Clio Manage.
Service of process with Clio
Watch a short demonstration of how you can order service of process straight from your Clio matter.
User success stories
Christy Granieri left her old firm to start a more efficient, flexible practice. Learn how InfoTrack ties it all together.
Discover how Leah Vulic’s high-tech firm litigates more efficiently with InfoTrack’s integrated court filing and process serving.