eFiling integration for Clio users



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By integrating your Clio Manage law practice management software with InfoTrack, you can eFile cases and automatically track related documents and expenses in one place.


Click above for a short video explaining the integration.


Product resources

Key benefits

1

Fast, seamless eFiling

Select documents directly from your Clio matter and automatically convert them to PDF.

2

Easier document management

Court-returned documents sync back automatically. DocuSign integration lets you mark PDFs for digital signature, distribute them to parties and issue reminders until they are completed.

3

Automatic expensing of filing fees

Never write off a filing expense again. InfoTrack captures all filing fees and bills them through to your clients automatically.


 

How it works

Choose the documents you want to file

Select documents directly from Clio or InfoTrack's web uploader. Information saved to Clio Manage automatically maps into search fields.

 

Automatically receive file-stamped copies

Once documents are returned from the court, file-stamped copies are downloaded back to your Clio account automatically. 

 

Filing expenses are updated in Clio Manage

Cost recoveries are automatically captured on the expense entries in Clio Manage, and appear immediately on your invoices. All the accounting work is done automatically.

 

 

What customers say

"InfoTrack has made [eFiling] much easier for me... I no longer need to add expenses to Clio as they accrue."

Jeremy Dvorak
Legal Assistant
Costanzo Law Firm

"Great app! Easy to use...all the information transfers back to Clio automatically."

Gosia Bursakowska
Administrator
Bellas & Wachowski

"Our filings come back in record time. I haven't been this happy with an eFiling portal in a long time."

Sarena Quintanilla
Litigation Paralegal
Gostanian Law Group, PC

 

Get started

Click below to get a demo, and activate your Clio eFiling integration for free.