Key benefits for your firm
Make your real estate closings more profitable
Generate Closing Disclosures (CD), HUDs and ALTA statements.
Automate complex real estate calculations
Prorations, cash to close, government recording charges and other required calculations.
Ledger balancing and check printing
Balance your ledger, add transactions, print checks and export to Clio Trust Accounting or QuickBooks.
How Docketman works with Clio
Import Matters, Contacts and Custom Fields into Docketman from Clio
Docketman is tightly integrated with Clio.
Matters and contacts can be imported and any documents generated are automatically uploaded to your Clio matter.
You are able to map custom Clio fields to fields in Docketman.
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Getting set up
If you need detailed instructions on connecting Docketman to Clio, you may visit this site.
Security and privacy policy
We are committed to protecting your privacy.
View Docketman’s privacy policy, terms of service and security policy.
Additional support
Contact Docketman’s support at mailto:support@docketman.com