Clio File – The Online Court Filing Service for Law Firms

Electronic court filing (e-filing) is the process of submitting legal documents to the court through an online system, streamlining and accelerating the filing process.

However, e-filing does not involve transmission by facsimile or email. With Clio’s built-in e-filing, you can file and serve court documents faster and more efficiently than any other system. Instant status notifications keep you up-to-date, while rules-based calendaring ensures you never miss a deadline.

Receive file-stamped copies directly back to you in Clio and automatically record filing fees to create expense entries, allowing you to pass 100% of your costs through to clients.  Clio File supports e-filing in various jurisdictions, including U.S. state courts, helping firms save time and improve workflow efficiency.

Here’s how to e-file court documents with Clio File:

1. Prepare your legal documents in Clio Manage.
2. Select the appropriate court and jurisdiction for submission.
3. Use Clio File to submit your documents electronically, ensuring all court-specific rules are met.
4. Track the status of your filings in real-time and receive court-stamped copies once processed.

Clio File brings e-filing into your case management workflow, streamlining the submission process and improving efficiency. It supports e-filing in multiple jurisdictions, helping law firms save time.

Clio’s electronic filing system offers several key features designed to streamline the e-filing process for law firms:

1. Seamless Filing with Case Management: Clio File is built directly into Clio Manage, allowing law firms to file and serve documents electronically within the same system, streamlining the entire process.
2. Real-Time Filing Status Tracking: The system provides real-time updates on the status of filings, including notifications when documents are submitted, accepted, or rejected by the court.
3. Automatic Court-Stamped Copies: The system automatically retrieves and stores court-stamped copies for your records once documents are filed.
4. Court-Specific Compliance: The e-filing system ensures that your filings meet the specific requirements of each court, reducing the risk of errors and delays.
5. E-Service Capability: Besides filing, the system facilitates the electronic service of documents, allowing law firms to e-serve legal notices to clients, opposing counsel, and other parties directly from within the case management system.
6. Automatic Fee Expensing: Clio File automatically tracks filing and service fees, creating easy-to-use expense entries in Clio Manage and making it simple to pass through litigation costs to clients.
7. No System Switching: E-filing is managed directly within Clio Manage alongside all case and client details, eliminating the need to switch between multiple systems and improving workflow efficiency.
8. Drag-and-Drop Upload: Easily upload documents stored outside of Clio Manage by simply dragging and dropping them into the system for e-filing.

These features help simplify the e-filing process, improve workflow efficiency, and ensure compliance with court rules and deadlines.

Clio’s legal e-file system offers a hassle-free and efficient way for law firms to file and serve court documents directly from Clio Manage. Here are the key benefits:

• Time Savings: E-filing eliminates the need for physical trips to the courthouse. By filing and serving documents electronically through Clio, you save significant time and avoid the hassle of switching between tools or uploading documents into separate filing systems.
• Stay on Top of Court Deadlines: Clio helps you manage varying court requirements and deadlines with Court Rules, ensuring you never miss a filing deadline.
• Real-Time Filing Status Updates: Track the status of your filings directly in Clio. Receive instant notifications on whether documents are submitted, accepted, or rejected by the court, keeping you informed every step of the way.
• Automatic Court-Stamped Copies: Once your documents are filed, Clio automatically retrieves and stores court-stamped copies in your system, eliminating the need to collect them from the court manually.
• Improved Accuracy and Compliance: Clio’s system helps ensure your filings meet each court’s specific rules, reducing the risk of errors or rejections and making it easier to stay compliant with court deadlines.
• Streamlined Workflow: With Clio, you can file and manage all your documents from one unified platform, simplifying document submission, tracking, and storage. E-filing is built into Clio Manage, reducing the need for manual processes.
• E-Service Capabilities: In addition to e-filing, Clio also supports e-service (e-serve), enabling you to securely and efficiently send legal notices to clients, opposing counsel, and other parties directly from Clio Manage.
• Automatic Client Invoicing and Expensing: Track and report on filing fees directly within Clio and create client invoices in seconds, passing through litigation costs to your clients with ease.
• Trusted E-Filing Solution: Built on Clio’s secure, unified platform, Clio File simplifies compliance and security, offering an industry-leading e-filing solution you can trust.
• Exceptional Customer Support: Clio’s dedicated support team is available 24/5 via email, live chat, and phone to help answer your questions and ensure success.

These benefits streamline your e-filing process, saving you time, ensuring compliance, and improving workflow efficiency while keeping your firm’s filings secure and accurate.

When choosing a court e-filing service, consider the following factors based on your firm’s needs:

1. Integration with Case Management: Opt for an e-filing service that integrates seamlessly with your legal case management software. This integration allows you to manage filings directly within the system, streamlining the process and reducing manual steps.
2. Jurisdiction Coverage: Ensure the e-filing service supports the courts you file with. Clio File currently supports state courts in Texas and Georgia, making it a suitable choice for firms filing in these areas.
3. Real-Time Filing Status Updates: Look for a service that provides real-time updates on your filings. This feature allows you to track the status of submissions, receive notifications on acceptance or rejection, and keep clients informed.
4. Automatic Court-Stamped Copies: Choose a service that automatically returns court-stamped copies once the filing is complete. This feature eliminates the need to retrieve court-approved documents manually and ensures accuracy.
5. Compliance with Court Rules: The service should ensure your filings comply with each court’s specific rules, reducing the risk of errors and helping you meet deadlines.
6. E-Service Capabilities: Consider an e-filing service that also supports e-serve, allowing you to electronically serve legal documents to clients, opposing counsel, and other parties directly from within the system.
7. Court-Specific Features: Some e-filing services offer additional features tailored to specific court requirements. For example, certain jurisdictions may require particular document formats or additional information, and a service that accommodates these requirements can save time and prevent rejections.

These factors will help you choose a reliable and efficient court e-filing service that meets your firm’s needs and ensures compliance with court rules.

Clio File offers a range of features that make it the best choice for legal document filing:

1. Built-in E-Filing Solution: Clio File is fully built into Clio Manage, Clio’s flagship legal practice management software. This means law firms can file, serve, and manage all their legal documents directly within the same system without switching between different platforms. This built-in functionality streamlines workflows, ensuring documents are efficiently filed, tracked, and managed in one place.
2. Comprehensive E-File and E-Serve: Clio File allows you to file court forms and documents directly from Clio Manage, eliminating the need to download, upload, or switch between different tools. It also facilitates built-in e-service, ensuring all parties receive notice as you make subsequent filings for your case. This dual capability streamlines the e-filing and e-service process, keeping everything in one system for a more efficient workflow.
3. Real-Time Notifications: Stay informed with real-time email and in-app notifications when your filings are submitted, accepted, or rejected. Instant status updates ensure you can address issues immediately, while rules-based calendaring helps you stay on top of deadlines, preventing any delays and ensuring timely filings.
4. Security and Compliance: Clio File delivers a trusted e-filing solution built on Clio’s secure, unified platform. It ensures your filings comply with the highest industry standards for security and compliance. With Clio File, you can confidently protect sensitive data, minimize errors, and avoid costly delays, knowing your firm is supported by a certified industry leader.
5. Automatic fee recording and expensing: Clio File automatically captures all filing and service fees within Clio Manage, allowing law firms to track and record client expenses effortlessly. This feature ensures accurate billing and enables firms to recover 100% of their costs by streamlining the process of invoicing clients for these expenses.
6. Court-Returned Documents Sync: File-stamped copies of your documents are automatically returned and saved directly in your matter’s Documents tab in Clio Manage, ensuring easy access and organization.
7. Status Dashboard: Monitor and track all your court filings in one place with Clio File’s status dashboard, providing real-time updates on filing acceptance or rejection.
8. Drag-and-Drop Upload: Easily upload documents stored outside of Clio Manage and submit them for e-filing with the convenient drag-and-drop upload feature.

Clio File’s seamless integration, ease of use, real-time updates, jurisdictional support, and automatic client expense recording make it the top choice for an efficient, compliant, and cost-effective legal document filing service.