Clio File: E-File and E-Serve Documents

In this section, you can select the county and court where you want to e-file, along with the category and type of case.

1. Under County, Court, Case category, and Case type, select an option from each dropdown. All of these fields are required to be completed. 
2. Click Next to move on to the Parties section.

In this section, you can select the filer's information and enter relevant details for parties and service contacts. The court that you selected will configure the type of case and the type of parties required. There is no limit to the amount of parties and service contacts you can add.

• Filer information: Here, you can select the contact on the matter and the attorney submitting the filing.
• Parties: Here, you can select the appropriate parties for the case. The available fields will vary depending on your selected state or county.
• Service contacts: Here, you can add the appropriate service contacts to whom you want to serve legal notice for this filing.

Complete each component of the Parties section as follows:

1. Under Primary contact, select the contact for the matter.
2. Under Filing attorney, select yourself or the filing attorney on whose behalf you are filing.
   • If the filing attorney is not on the list, click Add filing attorney. You will be prompted to select the attorney's name and enter their bar number.
3. Under Parties, click Add to select from existing contacts or create new parties for the filing. Your available options will depend on your case type.
4. Optional: Click Add party to include additional case parties. If the party is your client, check the Client box or This is my client in the modal.
   • In the modal, under Select from contacts, add an existing contact and confirm the address. To update a contact at this stage, click Save changes to contact records.
   • If the party is not an existing contact, select New case party from the dropdown and complete the necessary contact fields. To add the new party as a contact, check Save party to contact records.
5. After adding a party, you can do the following:
   • Check the box under Client to mark a party as your client. 
   • Click the pencil icon to edit the party's details. You can only edit parties before the filing has been submitted. Once you submit the filing, you cannot make changes to the parties on any filing.
   • Click the X icon to remove the party from the filing. You can only remove parties before the filing has been submitted. Once you submit the filing, you cannot make changes to the parties, even for a subsequent filing on the same court case. 
6. Click Add service contact to start adding contacts to that you want to serve.
   • In the new modal, you will need to enter details for the contact. If the contact is a service contact from your firm, check the box for Firm service contact. If you want the contact to be e-served legal notice, check the box for E-serve this contact.  
7. After adding a service contact, you can do the following:
   • Check the box under Firm contact to mark the contact as a contact from your firm.
   • Check the box under E-serve to electronically serve legal notice to this contact.
   • Click the pencil icon to edit the service contact's details.
   • Click the X icon to remove the service contact from the filing. 
8. Click Next to move on to the Documents section.

In this section, you can review documents, add supporting documents for the case, and select the appropriate filing code to determine e-filing costs. You can add documents from documents already stored in Clio Manage or upload new documents. Once added, you will need to set a lead document and categorize the remaining documents by type to move on to the next section.

1. Under Filing code, select the appropriate filing code to determine e-filing costs. The list is predetermined by the court based on the type of case you are filing.
2. Under Lead document, check that the lead document is accurate and select the appropriate filing code to determine e-filing costs. You also have the option to add a different lead document.
   • Under Type, select the appropriate category for the type of document.  
   • Under Security, select whether the filing contains sensitive information.
   • Click the download icon to preview the document or the X icon to remove the document from the filing.
3. Click Add documents to add supporting documents to the filing. Under Add documents, you can select from documents already stored in Clio Manage or drag and drop new documents into the Upload new documents modal.
   • Under Select from matter documents, choose documents from Clio Manage.
   • Under Upload new documents, upload any new documents needed for the filing.
   • Click the circle arrow icon to replace the selected document or the X icon to remove the document from the filing.
4. Optional: To include multiple document filings in one submission, click Add filing, select the appropriate filing code, check the lead document, add supporting documents and any other filing requirements.
5. Click Next to move on to the Review and pay section.

In this section, you can check the summary of what information was completed from the previous sections to ensure that everything is accurate, automate an expense entry for the filing, and review the estimated charges and fees. You can view final charges in your settings, as described in View payments for filings. Depending on the state and/or county-specific requirements, the charges can include, but are not limited to, the following:

• Electronic filing service provider (EFSP): An EFSP is a court-approved software vendor that collects filing submissions and fee payments in a centralized platform and distributes them to the appropriate EFM.
• Electronic filing manager (EFM): An EFM is a software infrastructure that collects filing submissions and fee payments directly through a court-maintained web portal. 
• Court services fees: Court services fees are fees set and charged by each court. 
• Payment processing fees: Payment processing fees are fees charged by your payments processor to process your payment. 
• State taxes: State taxes are taxes your state charges for filing submissions.
• Clio File fees: Clio File fees are fees charged by Clio to use e-filing. 

1. Under Case information, Filer information, Case parties, Service contacts, and Documents, check that the information you entered is accurate. Click Edit next to each section to make any changes.
2. Under Estimated charges and fees, review the estimated cost of this filing.
3. Optional: Under Estimated charges and fees, check the box to Automatically create an expense entry for this filing only when the firm is charged. You can view the estimated expense entry total on the filing table and will be notified by email if the entry creation is unsuccessful.
   • Once the filing is approved, you can manually edit the expense entry from the filing table and individual filing page.
4. Under Payment method, review the payment method. The payment method should already be set up based on your existing Clio Manage account settings. 
5. Optional: Under Message to filing clerk, enter a message about the filing for the court clerk. 
6. Click Previous to go back to the previous page, Save draft to come back to the filing later, or Submit to submit the filing to the court.
   • You will be notified by email and in-app notifications when a filing is submitted, accepted, or rejected. 

In this section, you can select the county and court where you want to file, and enter the case number provided by the court when you initiated the case filing.

1. Select the county and court. These fields are required to be completed. 
2. Under Case number, enter the case number exactly as formatted by the court and then click Search. 
3. Click Next to move on to the Parties section.

In this section, you can review the filer's information and party and service contact details from when the case was initiated. The court that you selected will configure the type of case and the type of parties required. There is no limit to the amount of parties and service contacts you can add.

1. In the Filer information area, review the filer contacts and make any changes as necessary to the contact and/or firm filer.
2. In the Parties area, review the parties for the case and make any changes as necessary. You cannot edit or remove parties, but you can do the following:
   
   • Click Add party to add a new party.
   • Check the box under Client to mark a party as your client.
3. In the Service contacts area, review the appropriate service contacts and make any necessary changes. You can do the following
   • Click Add service contact to add a new service contact.
   • Check the box under Firm contact to mark the contact as a contact from your firm.
   • Check the box under E-serve to electronically serve the contact legal notice.
   • Click the pencil icon to edit a service contact that you added. You cannot edit service contacts that were added by anyone else.
   • Click the X icon to remove a service contact that you added. You cannot remove service contacts that were added by anyone else.
4. Click Next to move on to the Documents section.

In this section, you can review documents, add supporting documents for the case, and select the appropriate filing code to determine e-filing costs. You can add documents from documents already stored in Clio Manage or upload new documents. Once added, you will need to set a lead document and categorize the remaining documents by type to move on to the next section.

1. Under Filing code, select the appropriate filing code to determine e-filing costs. The list is predetermined by the court based on the type of case you are filing.
2. Under Documents, select the appropriate filing code to determine e-filing costs.
   • Under Type, select the appropriate category for the type of document.  
   • Under Security, select whether the filing contains sensitive information.
   • Click the download icon to preview the document or the X icon to remove the document from the filing.
3. Click Add documents to add supporting documents to the filing. Under Add documents, you can select from documents already stored in Clio Manage or drag and drop new documents into the Upload new documents modal.
   • Under Select from matter documents, choose documents from Clio Manage.
   • Under Upload new documents, upload any new documents needed for the filing.
   • Click the circle arrow icon to replace the selected document or the X icon to remove the document from the filing.
4. Optional: To include multiple document filings in one submission, click Add filing, select the appropriate filing code, check the lead document, add supporting documents and any other filing requirements.
5. Next to move on to the Review and pay section.

In this section, you can check the summary of what information was completed from the previous sections to ensure that everything is accurate, automate an expense entry for the filing, and review the estimated charges and fees You can view final charges in your settings, as described in View payments for filings. Depending on the state and/or county-specific requirements, the charges can include, but are not limited to, the following:

• Electronic filing service provider (EFSP): An EFSP is a court-approved software vendor that collects filing submissions and fee payments in a centralized platform and distributes them to the appropriate EFM.
• Electronic filing manager (EFM): An EFM is a software infrastructure that collects filing submissions and fee payments directly through a court-maintained web portal. 
• Court services fees: Court services fees are fees set and charged by each court. 
• Payment processing fees: Payment processing fees are fees charged by your payments processor to process your payment. 
• State taxes: State taxes are taxes your state charges for filing submissions.
• Clio File fees: Clio File fees are fees charged by Clio when you e-file. 

1. Under Case information, Filer information, Case parties, Service contacts, and Documents, check that the information you entered is accurate. Click Edit next to each section to make any changes.
2. Under Estimated charges and fees, review the estimated cost of this filing.
3. Optional: Under Estimated charges and fees, check the box to Automatically create an expense entry for this filing only when the firm is charged. You can view the estimated expense entry total on the filing table.
   • You will be notified by email if the entry creation is unsuccessful.
   • Once approved, you can manually edit the expense entry from the filing table and individual filing page.
4. Under Payment method, review the payment method. The payment method should already be set up based on your existing Clio Manage account settings. 
5. Optional: Under Message to filing clerk, enter a message about the filing for the court clerk. 
6. Click Previous to go back to the previous page, Save draft to come back to the filing later, or Submit to submit the filing to the court.
   • You will be notified by email and in-app notifications when a filing is submitted, accepted, or rejected.