Key benefits for your firm
Eliminate trips to the post officeManage your clients' postal and electronic communications easily with a 100% digital solution.
Compliant correspondenceSwitch between postal and electronic correspondence based on your clients’ jurisdictional requirements.
Go paperlessEffortlessly track and verify deliveries with on-demand e-signature management.
How CaseMail works with Clio
Direct documents mailing from Clio Manage
Mail documents via First Class Mail, Certified Mail, or Overnight Express directly from Clio Manage.
- Securely access your Clio matters, documents, and contacts directly in CaseMail.
- All mailing activities and costs are recorded under the matter’s expenses.
Getting set up
There are many helpful articles in the Clio Support Center. If you need detailed instructions on connecting CaseMail to Clio, you may review this article.