Back

Send to Case

Upload files from any webpage directly to Clio matters.
  • CLIO MANAGE
Available in the United States

Get a Clio product walkthrough. Request a demo.

Free for 10 uploads per month, $9.99 + tax for unlimited
Promotion Code: CLIO20 $7.99 first month, $9.99 thereafter Learn More

Key benefits for your firm

  • One-click uploads from anywhere to Clio Manage

    Stop the download-then-upload shuffle. Send to Case lets you right-click any file on the web—whether it's on SharePoint, OneDrive, a prosecutor's portal, or an email attachment—and send it straight to your Clio matter in seconds.
  • Stay in your workflow

    No more juggling browser tabs, file explorers, and Clio windows. Find a document, right-click, pick your matter, done. You never leave the page you're working on, so you can power through discovery without breaking focus.
  • Built for high-volume case work

    When you're managing hundreds of discovery files across dozens of sources, every click counts. Send to Case eliminates the friction so you can spend less time organizing files and more time building your case.

How Send to Case works with Clio

  • Download & Send Discovery to Clio

    Automatically downloads and sends discovery to Clio Manage into specific matters you select. The discovery never goes to a third party server, it goes directly from your device to Clio.

     

     

Ready to improve your workflow with Send to Case and Clio? Get Started

Helpful resources