Key benefits for your firm
Create serve requests in secondsServe documents anywhere. Integrated with your Clio documents and matter information — so no data entry is required!
Track progress in real-timeReceive updates and chat directly within your serve in real-time. Upon completion, your proof of service will be waiting for you in your Clio documents!
Never leave ClioSend and manage your serve requests directly within Clio in the Proof tab under all of your matters.
How Proof works with Clio
Create Service of Process requests directly from your Clio Matters
Proof’s integration with Clio Manage Works With Matters. With the Proof integration, your firm can submit and manage service of process requests all directly inside of your Clio Matters as part of an embedded experience.
Proof is a service of process platform with a nationwide network of over 1,500 trusted and vetted process servers covering all 50 states and U.S. territories.
Some of the key benefits include:
– Serve anyone, anywhere in as fast as 24 hours
– Receive real time updates as your serve progresses
– Chat directly with your process server and Proof from within Clio
– Automatically reconcile service of process expenses as a Clio expense activity
– Automatically sync proof of service and invoices to your Clio Documents
And the best part — you can do all of the above without ever leaving Clio!
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Getting set up
If you need detailed instructions on connecting Proof to Clio, you may visit this site.
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Contact Proof’s support at [email protected]