Partner program · For Clio consultants

Make filing on Clio effortless — together

You set firms up on Clio. Send to Case is the free add-on that saves them hours of document busywork every week. Partner with us and hand your clients a faster, cleaner way to get files into the right matter.

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Smith v. Acme · #2024-12345
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Who partners with us

Built for the people firms already trust

01

Clio consultants

You design firms' Clio setups. Add the tool that makes their daily document flow click into place.

02

Legal bookkeepers

You're already in their systems every week. A faster filing habit is an easy, welcome recommendation.

03

Implementation specialists

You roll firms onto new software for a living. Send to Case slots into the onboarding you already run.

04

Legal IT & MSPs

You keep firms' tools secure and tidy. A no-storage, direct-to-Clio uploader is one less thing to worry about.

Why partner

A recommendation that pays off for everyone

Your clients save real hours

It turns a two-minute, error-prone chore into a single right-click. Every firm you onboard feels the difference in their first week.

It makes you look good

It's free to start and genuinely useful from day one. Recommending it adds to your reputation as the person who knows the right tools.

We handle the rest

Share it once and we take it from there — onboarding, support, and updates. You stay the trusted advisor; we stay invisible.

How it works

Three steps to partner

1

Get in touch

Email us about the firms you work with. We're looking for people who genuinely set firms up on Clio, and we'll get you set up quickly.

2

Share it with your clients

Add Send to Case to your onboarding checklist, your recommended-tools list, or a setup email. We give you everything you need to make it easy. Want to vet us first? Review Send to Case’s App Directory listing.

3

They file faster

Your clients install free, connect Clio, and start saving hours. You're the reason their document workflow finally feels modern.

Become a partner

Help your clients file faster. Partner with us

[email protected]

Send to Case is an independent product, not affiliated with Themis Solutions Inc.