Resources & guides
Practical guides for getting documents into Clio — from court systems, evidence portals, and cloud storage. Written for paralegals, attorneys, and firm operations staff.
The extension.
What the Send to Case extension does, how to set it up, and how it keeps your data secure — plus bulk uploads and troubleshooting. The guides below cover getting documents into Clio and working with them once they're there.
Clio Chrome extension
What Send to Case does, how it differs from Clio Drive, and what every feature is for.
Read guide →Clio bulk upload
Batch page scanning, drag-and-drop, and automatic zip extraction — for evidence portals, discovery, and closing binders.
Read guide →Clio upload troubleshooting
Fixes for failed uploads, login issues, "matter not found" errors, and corporate-firewall edge cases.
Read guide →Security & architecture
Where files actually go, how OAuth works, and what data we do (and don't) see.
Read guide →Is a third-party tool safe?
A vendor-neutral checklist for vetting any document tool for client files — authentication, data flow, retention, agreements, and red flags.
Read guide →Court documents.
Send filings from federal and state court systems straight to your matter.
Court documents to Clio
Overview of uploading court filings — federal, state, and tribal — directly into matter folders.
Read guide →PACER & CM/ECF to Clio
Send federal court filings, dockets, and exhibits from PACER or CM/ECF to Clio in one click.
Read guide →Tyler Odyssey & File & Serve
Upload state-court filings from Tyler Technologies' Odyssey portal and File & Serve.
Read guide →State court documents
Coverage notes and upload steps for state-court eFiling portals across the country.
Read guide →Migrating to Clio.
What Clio's free migration covers, where the document gap is, and how to switch from your current system.
Migrating to Clio
Three paths to close the document gap, a 12-week timeline, and the pre-migration cleanup checklist.
Read guide →What Clio's migration moves
The reference table: what a standard Clio migration includes, what it doesn't, and how documents are scoped.
Read guide →Verify your Clio migration
The pre-cutover checklist: reconcile document counts, spot-check matters, tie out balances, and sign off before you cancel the old system.
Read guide →Document metadata in Clio
Field by field: what travels with the file, what your old system kept that doesn't, and how to preserve original dates and version history.
Read guide →Tabs3 to Clio
No export button — data exits through PracticeMaster. The catch, and the documents plan.
Read guide →Time Matters to Clio
The backup that skips your Documents directories, and the counter-play.
Read guide →Needles to Clio
Five migratable data types — among the narrowest scopes in Clio's guides — and the PI-firm document reality.
Read guide →Amicus Attorney to Clio
Premium, Cloud, or Small Firm Edition — three different export stories.
Read guide →AbacusLaw to Clio
Abacus and Abacus Sky export paths, and where the documents actually live.
Read guide →Docketwise to Clio
Using both tools (the sync covers contacts and matters) or switching outright — and where the form packets go.
Read guide →LEAP to Clio
The document exit window, LEAP's matter-level export tooling, and the documents-first playbook.
Read guide →MyCase to Clio
What MyCase's Full Backup actually contains, how to pull documents, LawPay reconnection.
Read guide →PracticePanther to Clio
Native vs. cloud-synced storage paths, custom-workflow rebuild expectations.
Read guide →Smokeball to Clio
Auto-form workflow continuity, Word integration changes, document handoff.
Read guide →PCLaw to Clio
CTree storage, the trust transaction-history question, and a bookkeeper-aware playbook.
Read guide →Working in Clio.
Once documents are in Clio, managing them well is its own skill — folders, naming, versions, permissions, retention, and e-signature. Start with the pillar guide and branch into the specifics.
Clio document management
The complete guide — the six decisions that make matter documents instantly findable.
Read guide →Legal document management software
A vendor-neutral buyer's guide — the six capabilities a legal DMS must have, cloud vs. on-prem, and standalone vs. the DMS built into your practice-management system.
Read guide →Legal document storage
Where client files should live — consumer cloud vs. a legal DMS vs. practice-management storage vs. on-premises, and the custody duties that follow.
Read guide →Clio file management & storage
Documents area vs. Clio Drive vs. external storage, limits, and version history.
Read guide →Clio Drive: how it works
The streaming network-drive model, two-way sync, setup, and when Drive is the right tool.
Read guide →Clio Drive not working?
Fixes for empty-after-sync, the white-X icon, 'something went wrong', Windows Server, and reconnects.
Read guide →Clio folder structure
A default folder template, matter-based organization, and how deep to nest.
Read guide →Document naming conventions
Date prefixes, type tokens, version markers, and Bates handling — a convention to adopt.
Read guide →Clio document permissions
Who can see what — matter access, user roles, restricted matters, and the client portal.
Read guide →Document retention & records
Building a retention schedule, closing and archiving matters, and end-of-matter disposition.
Read guide →Deleted documents in Clio
The 30-day trash window, what version history can and can't roll back, and the Clio Drive delete that reaches the whole firm.
Read guide →Clio e-signature
How signed documents flow back into the matter, and native (Dropbox Sign) vs. third-party signing.
Read guide →Clio document automation
Merge-field templates, where the generated document lands, and the point where field substitution stops being enough.
Read guide →Clio integrations explained
Native features vs. App Directory apps vs. API bridges — the seven categories firms shop in, and what to check before connecting anything.
Read guide →More practice management.
Additional migration playbooks for firms moving from Filevine, CosmoLex, Rocket Matter, or NetDocuments.
Filevine to Clio
Migration paths for litigation and PI firms — Sections, Templates, and custom-workflow rebuild.
Read guide →CosmoLex to Clio
Migration paths for small and mid-size firms — bundled accounting and trust reconciliation.
Read guide →Rocket Matter to Clio
Migration paths for mid-size firms — invoice templates, payment processing, configuration rebuild.
Read guide →NetDocuments to Clio
Most firms keep NetDocuments and run Clio alongside it — when coexistence beats migrating documents wholesale.
Read guide →Workflows.
Task-based guides — discovery production, immigration document collection, criminal evidence, and an honest comparison of upload tools.
Immigration documents to Clio
Collecting client documents from every channel, tracking received vs. outstanding, and the form-tool handoff.
Read guide →Discovery documents to Clio
Production and privilege log workflows for litigation teams — folder structure, Bates handling, load files.
Read guide →E-discovery for law firms
The EDRM stages, ESI, and proportionality explained for small firms — how much tooling you actually need, and where your document system fits.
Read guide →Litigation document management
How the matter file changes once a case is in suit — the court file, Bates ranges and exhibit numbers, deadline-driven versions, and holds.
Read guide →Axon Evidence.com discovery
Criminal discovery from Evidence.com — bodycam, reports, expiring download links — into the matter.
Read guide →ChartSwap medical records to Clio
Fulfilled records from retrieval portals — ChartSwap, MRO, Datavant — into the matter, named by provider, date range, and record type.
Read guide →Tools for uploading to Clio
Honest comparison of Clio web UI, Clio Drive, official email integrations, Power Automate, and browser extensions.
Read guide →Email & e-signature.
Practical paths for getting email-delivered and e-signed documents into Clio matters — Outlook, DocuSign, and Gmail.
Outlook attachments to Clio
Four workflows for filing Outlook attachments into Clio matters — official integration, Power Automate, manual, browser tools.
Read guide →Clio Outlook add-in
What the web add-in does, why installation is per-mailbox rather than per-machine, the legacy add-in it must not run beside, and fixes for a missing button.
Read guide →DocuSign envelopes to Clio
How firms get executed DocuSign envelopes into Clio matters — portal, completion email, Connect webhook, browser tools.
Read guide →Gmail attachments to Clio
Smart filename suggestions built from sender, subject, and date.
Read guide →Cloud storage.
Move files from your firm's cloud storage — or files other people share with you — into Clio matters.
OneDrive & SharePoint to Clio
Move documents from your firm's M365 file storage into Clio matters — sync, browser download, Power Automate, browser tools.
Read guide →OneDrive not connecting?
The cloud-to-cloud mirror explained — authorization and permission failures, folders that never appear, and the three syncs people mistake for each other.
Read guide →Dropbox to Clio
Where Clio's native Dropbox sync shines, where it bites, and the workflows around it.
Read guide →Google Drive to Clio
The native integration's real limits — no shared drives — and the workflows that close the gap.
Read guide →ShareFile to Clio
Filing link-delivered productions and client documents into matters before the links expire.
Read guide →Upload to Clio in seconds
Install Send to Case and start sending documents to your matters today.
Free tier includes 10 uploads/month. See pricing