[ 01 ]  CHROME EXTENSION ·  FOR FIRMS ON CLIO

Upload to Clio in seconds,
without leaving the tab

Send files from any client portal, inbox, or download page straight to the right Clio matter — no downloading, no renaming, no digging through your Downloads folder.

Install free — 30 seconds  → ⌘  Works in Chrome & Edge
Free to start Files go direct to Clio Your data stays private
Built for firms on
Clio
Send to Case is an independent Chrome extension for legal teams whose case management lives in Clio. It connects via Clio's official OAuth — your password and file contents never pass through our servers. Find Send to Case on the Clio App Directory.
Not affiliated with
Themis Solutions Inc.
— independent product —
The difference

The faster document-to-matter tool

Two steps replace seven. About ten seconds replaces about two minutes.

The old way
≈ 2 min7 steps
With Send to Case
≈ 10 sec2 steps
Minutes become seconds — about 12× faster, every file.
✕ THE OLD WAY
1 Download the file
2 Open Clio in a new tab
3 Search for the matter
4 Navigate to documents folder
5 Click upload button
6 Browse for the file
7 Delete local file
7 steps · ≈ 2 minutes per file
✓ WITH SEND TO CASE
1 Right-click a link · or drop a file
2 Pick the matter & folder
✓ Done — file is in Clio
2 steps · ≈ 10 seconds per file
See it in action

Watch a file go from tab to matter

A one-minute walkthrough of the whole flow — right-click a file, pick the matter, done.

[ 02 ]  HOW IT WORKS

Get set up in under a minute

1

Install the extension

Add Send to Case to Chrome in one click from the Chrome Web Store. Takes about thirty seconds.

2

Connect to Clio

Sign in with your existing Clio account via official OAuth. We never see your password or file contents.

3

Pick matter & folder

Search for the matter, optionally pick a sub-folder, and upload. Set a default folder to make future uploads even faster.

Capabilities

Everything you need

Powerful, unfussy features designed around how legal teams actually file documents.

01

One-click upload

Right-click any download link on any website and select "Send to Clio" — even when auto-detection doesn't catch the file. No downloading, finding, and re-uploading by hand.

02

Batch upload

Clio bulk upload tool — scan any website for downloadable files and save them all to your matter at once. Perfect for evidence portals and document repositories.

03

Zip extraction

Automatically extract and upload zip file contents. Each file goes to your matter individually, ready to use.

04

Folder selection

Browse and select exactly which folder to upload to. Navigate subfolders, or set a default folder to skip selection entirely.

05

Drag, drop or paste

Drag files from your computer directly into the extension, or copy a screenshot and press Ctrl+V (Cmd+V on a Mac). No need to use the file picker — just drop or paste and upload to your selected matter.

06

Smart filenames

Capture an attachment from a Gmail thread and Send to Case suggests a filename built from the sender, subject, and date. One click to use it, or type your own.

Use cases

Perfect for —

Real scenarios from real firms where Send to Case turns a repeat chore into a single right-click.

USE / 01

Court documents

Download filings from PACER, CM/ECF, or state court portals and send them straight to your matter — no local save needed.

USE / 02

Insurance portals

Grab claim documents, medical records, and policy files from carrier portals without the download-upload dance.

USE / 03

Gmail attachments

Right-click an attachment in a Gmail thread and send it straight to a matter — Send to Case auto-suggests a filename built from the sender, subject, and date. Other webmail clients need a download first.

Works directly with
[ 03 ]  SECURITY · ARCHITECTURE

Built for security-conscious firms

Your client data deserves the highest protection. Here's how we keep it safe.

On your device
Your browser
your files · direct
Destination
Clio S3 storage
Off the file path Our Cloudflare Worker handles sign-in and your account, not your files. It never sees your files, file names, or the upload to Clio.
What reaches us includes sign-in and account details, pseudonymous usage records, short-lived security logs and scrubbed error reports (our privacy policy lists everything) — never your files or what's in them.
§

Direct upload

Files travel straight from your browser to Clio. They never touch our servers.

§

Privacy first

We keep pseudonymous error reports and usage records to keep Send to Case reliable and improve it — never your files or what you upload.

§

Official OAuth

We use Clio's official authentication. Your password is never visible to us.

§

No file storage

We don't store your file contents or document data. Our privacy policy lists what we do keep.

[ 04 ]  PRICING

Simple, transparent pricing

Start free, upgrade when you need more.

FREE · STARTER
$0 / month
Perfect for trying it out.
01 10 uploads per month
02 All core features
03 Batch upload & zip extraction
04 Folder selection & upload history
05 No credit card required
Get started free
★ MOST POPULAR
PRO · POWER USERS
$19 / month
For power users.
01 Unlimited uploads
02 All core features
03 Batch upload & zip extraction
04 Folder selection & upload history
05 Priority support
06 All future features included
Start free, upgrade anytime  →

Prices in US dollars · Renews automatically · Cancel anytime online · Refund policy · Your limit resets at the start of each month

[ 05 ]  FAQ

Frequently asked questions

Got questions? Send a note to [email protected] and we'll reply within a day.

Q.01

Is Send to Case really free?

+

Yes! You get 10 free uploads per month, no credit card required. Need more? Upgrade to Pro for $19/month for unlimited uploads.

Q.02

Is my data secure?

+

Absolutely. Your documents upload directly from your browser to Clio's servers - they never pass through ours. We use Clio's official OAuth system, so we never see your password. We collect pseudonymous error reports and usage records to fix bugs and improve the product, and track upload counts for plan limits, but we never see your file contents.

Q.03

What file types are supported?

+

Any file type that Clio supports - PDFs, Word documents, Excel spreadsheets, images, and more. Files up to 5GB in size are supported.

Q.04

Does it work with Clio Manage?

+

Yes, Send to Case works with Clio Manage. It connects through Clio's official API to upload documents to your matters. Clio accounts in Canada, the UK and Europe, and Australia work too; the extension asks where your Clio account is when you first sign in from its toolbar icon.

Q.05

How do I disconnect my Clio account?

+

Click the extension icon, then click "Disconnect" in the settings. This removes your authentication tokens. You can also remove the extension entirely from Chrome.

Q.06

How is this different from Clio Drive?

+

Clio Drive syncs folders on your computer. Send to Case lets you upload files to Clio from any website or browser download - no sync, no desktop app, no folder management. It's a lightweight browser tool for quick uploads.

Q.07

Can I choose which folder to upload to?

+

Yes! After selecting a matter, you can browse and select any folder or subfolder within it. You can also set a default folder for each matter to skip the folder selection step in future uploads.

Q.08

Can I upload files from my computer?

+

Yes! You can drag and drop files directly into the extension popup, use the file picker to select files from your computer, or copy a screenshot and press Ctrl+V (Cmd+V on a Mac) in the popup. Up to 50 files go in one batch. It's not just for browser downloads.

Ready when you are

Save hours every week

Join the legal teams who've already moved their portal-to-matter workflow into a single right-click.