InfoTrack: File and Serve
- CLIO MANAGE
- PERSONAL INJURY
Key benefits for your firm
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E-file Clio documents to state courts
Select documents from your Clio matter or computer and file them to hundreds of the nation’s busiest civil courts. Each document converts to PDF automatically. -
Track filing expenses instantly
Filing fees are automatically recorded to the relevant matter in the Activities tab, making it easy to bill 100% of your expenses to the client. -
Sync court-stamped copies
As soon as the court stamps your document, a conformed copy downloads to your matter in Clio Manage. No more mixups or hunting through emails.
How InfoTrack: File and Serve works with Clio
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eFiling and process serving
CLIO MANAGE
By allowing you to file documents directly from your matter, InfoTrack integration further empowers you to:
– Eliminate expensive and disorganized document storage solutions.
– Combine with Clio Document Automation for hyper-efficient eFiling workflows.
– Add nationwide service of process with key information pre-filled.
– Mark and distribute documents for e-signature with Docusign integration.
– Access services for reports, records, compliance, and business incorporation. -
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Helpful resources
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Getting set up
If you need detailed instructions on connecting InfoTrack to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View InfoTrack’s privacy policy, terms of service and security policy. -
Additional support
Contact InfoTrack’s support at https://www.infotrack.com/contact-us/