Skip to main content

InfoTrack for Clio Manage

File court documents, order service of process, and manage docketing — all directly from your Clio matters, with automatic expense tracking and instant document sync.

Clio white

40%

Reduction in administrative work

Auto-filled fields, synced documents, and built-in SOP ordering eliminate repetitive data entry across matters.

80%

Fewer rejected filings

Smart validation and data sync reduce the most common causes of rejections.

100%

Of court-stamped documents auto-synced

Returned documents appear instantly in your Clio matter’s folder—no uploads, no chasing.

Expanded capabilities inside Clio Manage

File state court documents in minutes.

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

Clio-Court-Filing-2

 

Request service with one click.

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

Clio-SOP-2

 

Stay ahead of case activity.

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.

Clio-court-case-search_cropped


 

Your documents, always up to date.

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

Document Sync & Automation

 

Never lose a billable cost again.

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

Clio-Expensing-2

 

Send for signature instantly.

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

Clio-esignature

 

Court Filing

File state court documents in minutes.

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

Clio-Court-Filing-2

 

Service of Process (SOP)

Request service with one click.

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

Clio-SOP-2

 

Court Search & Monitoring

Stay ahead of case activity.

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.

Clio-court-case-search_cropped


 

Document Sync & Automation

Your documents, always up to date.

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

Document Sync & Automation

 

Expense Capture & Billing


Never lose a billable cost again.

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

Clio-Expensing-2

 

Electronic Signatures

Send for signature instantly.

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

Clio-esignature

 

Watch the integration in action

cliomanage-video-thumbnail

How it works

clio-choose-documents

STEP 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.

Resources

Avoid these common process serving mistakes

Avoid these common process serving mistakes

Legal experts offer their advice for ensuring accurate and timely service of process.
How tech-enabled paralegals are reshaping litigation workflows

How tech-enabled paralegals are reshaping litigation workflows

Paralegals have the opportunity to lead the way when it comes to optimizing workflows. Here's how to be an innovation champion at your firm.
InfoTrack now integrates with Filevine for smarter eFiling and process serving

InfoTrack now integrates with Filevine for smarter eFiling and process serving

Filevine users can now order court filing and process serving in seconds directly from their Filevine projects, with all expenses tracked.

Work smarter inside Clio

See how integrated filing, service, and docketing can free up hours each week.