File court documents, order service of process, and manage docketing — all directly from your Clio matters, with automatic expense tracking and instant document sync.
Auto-filled fields, synced documents, and built-in SOP ordering eliminate repetitive data entry across matters.
Smart validation and data sync reduce the most common causes of rejections.
Returned documents appear instantly in your Clio matter’s folder—no uploads, no chasing.
Pre-filled data, automatic PDF conversion, smart validation checks, and instant syncing of court-stamped documents back to your Clio matter.

Submit SOP orders directly from Clio, track status in real time, and automatically record service fees to your matter for effortless billing.

Search federal and bankruptcy courts nationwide, track docket updates, and receive real-time alerts on new filings or case changes — all linked to your Clio matter.

Filed copies, returned documents, and service affidavits sync instantly to your matter folder so your team always has the latest version.

All filing fees, SOP charges, and court search expenses post directly to the matter, ensuring 100% expense recovery with no manual entry.

Use integrated DocuSign-powered eSign tools to send, track, and receive signed documents without separate subscriptions.

Court Filing
Pre-filled data, automatic PDF conversion, smart validation checks, and instant syncing of court-stamped documents back to your Clio matter.

Service of Process (SOP)
Submit SOP orders directly from Clio, track status in real time, and automatically record service fees to your matter for effortless billing.

Court Search & Monitoring
Search federal and bankruptcy courts nationwide, track docket updates, and receive real-time alerts on new filings or case changes — all linked to your Clio matter.

Document Sync & Automation
Filed copies, returned documents, and service affidavits sync instantly to your matter folder so your team always has the latest version.

Expense Capture & Billing
All filing fees, SOP charges, and court search expenses post directly to the matter, ensuring 100% expense recovery with no manual entry.

Electronic Signatures
Use integrated DocuSign-powered eSign tools to send, track, and receive signed documents without separate subscriptions.

Select documents directly from your Clio matter or your computer. Information saved to your matter is automatically pre-filled.
Once documents are returned from the court, file-stamped copies are downloaded back to your Clio account automatically.
Expenses are automatically captured on the Activities tab, and appear immediately on your invoices. All the accounting is done for you.
See how integrated filing, service, and docketing can free up hours each week.
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