Integrations · Clio Manage
Court deadlines on the right Clio matter, with the rule cited.
CourtFlow reads the e-service emails your firm receives, calculates each response deadline from the governing rule, and sends deadlines and hearings to the Clio matter they belong to, with the rule citation in the entry.
The Clio connection is rolling out firm by firm. Your 60-day trial works today with your email, calendar and Drive or OneDrive; request Clio access and we will switch the connection on for your firm. No credit card required.
How it works
From the court’s email to the Clio matter
The e-service email arrives
CourtFlow reads court notices from your own Gmail or Outlook through OAuth and opens the served PDF. Nothing to forward, nothing to upload.
The deadline is calculated from the rule
Each response date is counted from the triggering document under the governing rule, and the rule citation stays attached to the date.
The case is matched to its Clio matter
CourtFlow looks for the court case number in the matter number, custom number, client reference and description of your open and pending matters, and proposes the match. A person on your team approves it.
The deadline lands in Clio
Press Send to Clio on the deadline and it becomes a Clio task, or a calendar entry for a hearing. Once automatic sending is on for your firm, verified deadlines and the filing PDF go across on their own.
What syncs
Where each item lands in Clio
| In CourtFlow | In Clio | When and how |
|---|---|---|
| Response and filing deadlines | A task on the matter, due that day | When you press Send to Clio, or automatically once automatic sending is on.The task description carries the rule citation, the case number and the source document name. |
| Hearings, depositions and trials | A calendar entry on your default Clio calendar, attached to the matter | When you press Send to Clio, or automatically once automatic sending is on.One hour when the notice gives a time; all-day when it gives only a date. |
| The served court filing (PDF) | A document on the matter | When automatic sending is on for your firm.Copied from your Drive or OneDrive, with CourtFlow’s analysis added as a comment labelled as machine-generated. |
| Task completed in Clio | Deadline marked done in CourtFlow | Always, checked every 15 minutes.Reopening the task in Clio reopens the deadline. Tasks in review or draft count as open. |
| Deadline corrected in CourtFlow | The same Clio task or entry, updated | When you press Send to Clio again, or automatically once automatic sending is on.Updates the existing item instead of creating a duplicate. Dates never flow back from Clio. |
Each Clio task carries the deadline description with an Authority: line for the rule, the case number, the source document, and a closing line saying CourtFlow calculated the date, so nobody mistakes it for a date someone typed in.
Automatic sending and automatic matter linking are both off by default and are turned on per firm, on request. The Clio setup guide covers each setting in detail.
You stay in control
A person approves every matter link
- Automatic linking is off. CourtFlow proposes the matching matter and shows why; someone on your team confirms it. You can approve many cases in one pass from Settings.
- Unlinking cleans up. Unlink a case and CourtFlow removes the tasks, calendar entries and documents it added to that matter. A case with many items may need a second unlink to finish, and if Clio refuses to delete a document, CourtFlow records which one so it can be removed by hand.
- Disconnecting revokes access. Disconnect in CourtFlow Settings and CourtFlow asks Clio to revoke its authorization. You can also remove CourtFlow from inside Clio.
What CourtFlow uses in Clio, and why
- Your Clio user profile
- To label the connection, assign deadline tasks to you, and find your default calendar.
- Matters (read)
- To search your matters and propose the one a court case belongs to.
- Tasks (read and write)
- To create deadline tasks and read back when one is completed.
- Calendar entries (write)
- To put hearings, depositions and trials on your default Clio calendar, attached to the matter.
- Documents (read and write)
- To add the filing PDF to the matter, and remove it again if you unlink.
Security
Your filings stay in your storage
Court PDFs are processed in memory and filed to your own Drive or OneDrive; the copy sent to Clio is read from there, not from CourtFlow servers. Clio access tokens are encrypted before they are stored, and every record is scoped to your firm. Details are on the security page, in the privacy policy and on the subprocessor list.
Common questions
Clio questions, answered
Clio Manage accounts in Clio’s US region (app.clio.com). EU, Canadian and Australian Clio accounts are not supported yet.
CourtFlow does not check your Clio tier. You need an active Clio Manage subscription and a Clio login to authorize the connection. If Clio stops serving your account, for example after a lapsed Clio subscription, CourtFlow shows that in Settings instead of failing quietly.
Yes. CourtFlow is one plan priced per attorney, from $149/mo for one attorney, and the Clio connection is not a separate add-on.
The Clio connection is rolling out firm by firm. Your trial works today with your email, calendar and Drive or OneDrive. Email us to request Clio access and we will switch it on for your firm.
Clio has no dedicated court case number field, so CourtFlow checks the matter number, custom number, client reference and description of your open and pending matters. If none of them carries the number, the case waits for someone on your team to pick the matter from a search. A client-name match is shown as a suggestion only and is not linked on its own, and each Clio matter can be linked to one CourtFlow case.
No. By default nothing goes to Clio on its own: each deadline on a linked case has a Send to Clio button, and filings are not sent. Once your matter links look right, ask us to turn on automatic sending. CourtFlow then sends verified deadlines and the court filings for linked cases every 15 minutes, and dates still waiting for attorney review in CourtFlow are held back.
No. Dates travel one way, from CourtFlow to Clio. The only thing read back from Clio is whether a task is complete, so a date changed in Clio does not overwrite the rule-based date in CourtFlow.
Clio Docket watches public court dockets from inside Clio. CourtFlow starts from a different source: the e-service emails your firm is actually served with. It reads the served document, calculates the response deadline with the rule cited, and puts the result on the Clio matter. The two can run side by side.
Setting it up? The Clio setup guide walks through connecting, linking matters and sending deadlines. Comparing tools? See CourtFlow and Clio side by side.
60 days free, no credit card required. Setup takes under 10 minutes.
Start with your court email today. Add Clio when we switch it on.
Clio and Clio Manage are trademarks of their owner. CourtFlow AI is an independent product and is not affiliated with or endorsed by Clio.