CaseMail

CaseMail is a U.S. Courts approved cloud-based service that is quickly becoming the leading unified communications platform in the legal industry and is used by firms of all sizes. The service reduces postal, electronic, and e-signature management costs by 60% all while improving productivity. CaseMail also minimizes risks and improves “wins” contingent on proof of process, verification of postal and electronic correspondence, and e-signature authentication.

CaseMail is one of the easiest to use, most productive, and most-popular legal Apps available. CaseMail helps Clio users streamline their business, win more clients, and get the upper-hand in winning more cases.

Key Features

  • CaseMail’s Virtual Postal Mail (VPM)

    CaseMail’s interfaces directly into The United States Postal Service and FedEx print and delivery networks. This enables Clio users to quickly upload and physically mail their clients’ documents directly from their computer. Documents can be sent via Certified Mail, First Class, or Overnight Priority Express. There are no documents to print, no envelopes stuff, and no stamps to lick. Mail is routed to the nearest sender or recipient location then physically delivered by USPS or FedEx.

    Proof of Mailings and Delivery

    CaseMail, The USPS and FedEx Certificates of Service, Certificates of Mailing, and Electronic Return Receipts are returned digitally and recorded in the users’ Clio-CaseMail accounts.

    e-Signatures

    CaseMail enables Clio users to manage multiple e-signature providers. Users can use their own accounts like Adobe Sign and eSignLive directly in CaseMail. Certificates of Mailing, Certificates of Service, and Electronic Consent forms provide proof when documents were sent, opened, and signed.

    Unified Communications Dashboard

    CaseMail provides a single dashboard to track and manage all postal and electronically mailed communications between attorneys, clients, and third-party recipients. CaseMail gives its users the upper-hand in winning more cases by creating an electronic “paper trail" for process and communication compliance.

    How does CaseMail do this?

    CaseMail provides a single sign-on application to access and manage postal, email, and e-signature services all from one application. Making it seamless for Clio users to manage multiple correspondence channels in accordance with Federal, State, Local, and International jurisdictional requirements. CaseMail's correspondence and e-signature verification certificates provide procedural compliance, correspondence, and e-signature authenticity.

    Security & Client Privacy:

    CaseMail is approved by the U.S. Courts as a cloud-based bankruptcy notice provider and meets the highest compliance standards for the secure, private transmission, and storage of electronic and postal communications, including:

    • HIPAA (Health Insurance Portability and Accountability Act)
    • FedRAMP (Federal Risk and Authorization Management Program)
    • FISMA (Federal Information Security Management Act of 2002)
    • SOC 1, SOC 2, and SOC 3 Reports
    • ISO/IEC 27001:2013
    • ISO 27018:2014
    • Cloud Security Alliance
    • PCI-DSS

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