CaseMail + Clio Integration
Use CaseMail with Clio to send important postal mail, certify email, and keep the resulting CaseMail record connected to the communication and matter context.
One CaseMail integration for postal mail and certified electronic correspondence.
CaseMail is listed as an Approved Bankruptcy Notice Provider.
In Brief
Yes. CaseMail integrates with Clio for Certified Postal Mail and Certified Email tied to client matters. Legal teams can send postal mail, certify electronic correspondence, keep the resulting CaseMail records connected, and CaseMail automatically pushes the mailing expense and related activity to the associated Clio matter.
Related Resources
Find the tools and information you need to send important communications and keep the supporting records organized.
Send postal mail associated with Clio matters without printing documents, preparing envelopes, or going to the post office. CaseMail handles the downstream print-and-mail preparation, while USPS tracking and delivery information remains connected to the mailing record.
Explore Certified Postal Mail →CaseMail supports Certified Email for Clio users, giving legal teams another way to certify important electronic correspondence and maintain the related certification record.
Explore Certified Email →How CaseMail Works With Clio
Start with the Clio matter, use CaseMail for the communication, and keep the resulting record tied to the matter context.
Send postal mail online or certify electronic correspondence associated with the Clio matter.
Track USPS delivery status and Certified Email activity in Outlook or Gmail.
Keep certificates and supporting records connected to the communication for easy retrieval and verification.
Communication • History • Certificate
CaseMail automatically pushes the mailing expense and related activity to the associated Clio matter.
Records Management & Digital Evidence Archive
For communications associated with Clio matters, CaseMail provides two distinct ways to manage the resulting records. Records Management helps legal teams organize and retrieve Certified Postal Mail records, while the Digital Evidence Archive preserves the deeper correspondence and supporting evidence associated with Certified Email.
Clio Integration FAQs
Yes. CaseMail lets Clio users send postal mail associated with their matters without printing documents, preparing envelopes, or going to the post office. CaseMail handles the downstream print-and-mail preparation, and USPS tracking and delivery information remains connected to the mailing record.
Yes. CaseMail supports Certified Email for Clio users, giving legal teams another way to certify important electronic correspondence and maintain the related certification record. The Certified Email page provides more detail about how email certification works.
Yes. When checkout is completed in CaseMail, the mailing expense and related activity are automatically pushed to the associated Clio matter. This keeps the mailing activity and cost connected to the matter without requiring a separate manual entry in Clio.
CaseMail keeps the mailed document, mailing history, USPS tracking and delivery information, and related Certificates of Mailing & Delivery connected to the mailing record so the information can be organized, retrieved, and verified when needed.
Start by choosing the CaseMail plan that fits your needs. From there, you can connect CaseMail with Clio and begin using the CaseMail services available for your account.
Related Resources
Find the tools and information you need to send important communications and keep the supporting records organized.
Send important postal mail online and maintain the related mailing and delivery record.
Certify important electronic correspondence and maintain the related certification record.
Document what was mailed and when USPS accepted it, with the certificate connected to the mailed document.
Keep USPS proof of delivery connected to the mailed document and its CaseMail record.
See how CaseMail records can be organized for retrieval, review, and verification.
Get Started
Choose the CaseMail plan that fits your needs. From there, you can connect CaseMail with Clio and begin using the CaseMail services available for your account.
CaseMail
