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In A First for Law Practice Management Platforms, Clio Rolls Out An Integrated E-Filing Service in Texas

Last
October,
during its
annual 
Clio
Cloud
Conference
,
the
law
practice
management
company
Clio
announced
its

plan
to
roll
out
an
e-filing
service
,
called

Clio
File
,
during
2024,
starting
with
Texas,
which
would
make
it
the
first
law
practice
management
platform
with
built-in
e-filing. Today,
it
delivered
on
that
promise,
launching
Clio
File
for
e-filing
in
Texas
courts.

“Lawyers
can
now
seamlessly
submit
court
documents
directly
from
our
flagship
practice
management
product,
Clio
Manage,
streamlining
their
workflows
and
simplifying
the
filing
process,”
said
Chris
Stock,
vice
president
of
legal
content
and
migrations
at Clio.
“This
is
an
exciting
step
in
expanding
the
capabilities
of
our
platform,
providing
a
comprehensive
solution
for
legal
documents,
from
drafting
to
court
filing.”

Clio
File
is
included
in
all
Clio
Manage
subscriptions
for
customers
filing
in
Texas.
Users
pay
a
per-filing
service
fee.

Users
of
the
service
can
file
in
all
Texas
state
courts,
but
not
federal
courts.

I
have
not
yet
seen
Clio
File,
but
according
to
Clio,
its
features
include:

  • Court
    forms
    and
    document
    e-filing
    directly
    from
    within
    Clio
    Manage,
    eliminating
    the
    need
    to
    download
    and
    upload
    documents
    or
    switch
    between
    tools.
  • Court
    e-service,
    ensuring
    all
    parties
    receive
    notice
    through
    built-in
    e-service
    as
    subsequent
    filings
    are
    made
    in
    the
    case.
  • Automatic
    fee
    expensing
    to
    record
    filing
    fees
    in
    Clio
    Manage.
  • A
    status
    dashboard
    to
    monitor
    and
    track
    all
    outgoing
    court
    filings
    in
    one
    place
    within
    Clio
    Manage,
    providing
    real-time
    updates
    on
    filings’
    acceptance
    or
    rejection.
  • Real-time
    email
    and
    in-app
    notifications
    when
    filings
    are
    submitted,
    accepted,
    or
    rejected.
  • Court-returned
    documents
    sync,
    with
    stamped
    copies
    returning
    to
    the
    matter.


The
e-filing
feature
words
in
tandem
with
two
other
features
Clio
already
offered

its
built-in
rules-based
calendaring
that
came
after
it 
acquired
CalendarRules
in
2021


and
its
automated
preparation
of
court
documents
for
all
50
states
using
its
document
automation
product
Clio
Draft,
which
it
developed
after

 it

acquired
Lawyaw
in
2021
.

Clio
has
said
that
it
plans
to
expand
the
feature
into
other
states
that
accept
e-filing.