eFile 4 Clio by US Legal PRO
1. What are the benefits of Clio - US Legal PRO Integration?

  1. Attach Files from Clio during eFiling -  PDFs generated by LawYaw and/or documents managed in Clio can be directly attached from US Legal PRO's eFiling interface. No downloading of PDFs is necessary.
  2. Populate Contacts from Clio Matter - Information about contacts associated with Clio matters can be populated as case parties while eFiling with just a click. No need to enter data twice.
  3. Populate eService Contacts from Clio Matter - Information about contacts associated with Clio matters can be populated as eService contacts while eFiling with just a click. No need to enter data twice.
  4. Auto upload of stamped copies to Clio - Once the clerk accepts the submission, the confirmed copies are auto-uploaded to the associated Clio Matter's folder
  5. Auto expense tracking - Once the clerk accepts the submission, expense line items are automatically created in Clio for billing purpose.

If you have questions or suggestions for additional features, we would love to know.

2. Steps for connecting Clio with US Legal PRO

  1. Login into the eFiling system once using your eFiling login account (Do not click 'Sign in with Clio' the first time).
  2. Once logged in, Click Main Menu on the top and click Connect to Clio

You are done! Next time, simply click "Sign in with Clio".

3. Steps for Associating Existing Case to Clio Matter

  1. Once you log in, Click Main Menu on the top and click "Find and/or File on Existing Case"
  2. Search for your case
  3. Click Action > Associate / ReAssociate Client Matter
  4. Select the Matter that you want to associate with the case and click Save and Done
4. Steps for Associating Clio Matter to a draft you are filing

Note: If a Clio Matter is already associated with a case (see step #3), anytime you file into that case, the draft will be automatically linked to the matter. i.e. you do not have to perform this step.

  1. Once you log in, Click Main Menu on the top and click "Find and/or File on Existing Case" or File a new case
  2. On the info page, click "Link Clio Matter"

Note: if you are filing a new case, once the case is assigned, the Case will automatically be associated with the Matter.

5. Where are court stamped documents uploaded?

  1. They are uploaded to a folder called /US_Legal_PRO/eFile within Clio Matter
6. What if you run into technical issues?

  1. Simply email us at efile@uslegalpro.com and we will be glad to help
7. What if you have questions about filing - such as why the envelope was rejected, etc?

  1. You will need to contact the clerk as to why the envelope rejected. Unfortunately, helping with rejection does not fall under the scope of service that an eFiling Service Provider can provide.