You can track and manage your firm's e-filings in Clio Manage. View filing statuses and details from the firm-wide e-filings dashboard, a matter dashboard or e-filing subtab. This article explains how to monitor filings, view rejection reasons, and court-stamped documents. As well as refile rejected documents, edit and delete drafts, and cancel submissions.
Monitor filing statuses
Once a filing is submitted, you can keep track of the status of the filing in Clio Manage. You can view the most recent filing status from the E-filings dashboard or matter's Dashboard or get a more in-depth view of all filing statuses for a matter in the matter's E-filing subtab. Filings can have one of the following statuses:
- Draft
- The filing has been created but has not been sent to the court's electronic filing manager (EFM).
- Submitted
- The filing has been successfully sent to the court's EFM.
- Failed
- The filing has not reached the court's EFM due to formatting errors.
- Accepted
- The filing has been approved by the court to proceed as an active matter.
- Rejected
- The filing has been denied by the court and deemed invalid for legal action. You can view the reason why the filing was rejected by viewing the filing submission in the matter's E-filing subtab, and then refile with the appropriate corrections.
- Review Complete
- The filing has been successfully reviewed by the court.
- Canceled
- The filing has been canceled by a firm user.
- Go to the main E-filings tab to view the firm-wide e-filing dashboard.
- Under Submissions, sort filings by Completed, Submitted, Draft, Canceled, or Failed submissions.
- Optional: Click the E-filings subtab to view all filings or Accepted, Rejected, Submitted, Draft, Canceled, and Failed filings.
- View the status of filings under the Status column.
- Go to the matter's Dashboard.
- In the E-filing box, view the status of each submitted filing and the submission date and time.
- Optional: Click View all to view all filings in the matter's E-filing subtab.
- Go to the matter and then select the E-filing subtab.
- View the status of the filing under the Status column. You can also click View to view a submitted filing.
View submitted filings, rejection reason, and court-stamped documents
Once you submit a filing, you can view the filing, including the payment summary and fee breakdown, from the matter's E-filing subtab. You can also view a description of why a filing was rejected from the same subtab. When the court accepts the filing, they will send court-stamped documents directly back to Clio Manage. You can view these documents in the matter's Documents subtab.
Note: If a court rejects a filing, you will need to start a new filing with the appropriate corrections.
- Go to the matter and then select the E-filing subtab.
- Find the submitted filing that you want to view. You can use the keyword search box to help you find the filing.
- Under the Actions column of the table, click View.
- If the filing was rejected by the court, you can view the rejection reason in the Filing details section.
- Go to the matter and then select the Documents subtab.
- Find the documents that you want to view. You can use the keyword search box to help you find the document.
- Under the Actions column of the table, click View.
Refile rejected documents
If the court rejects a filing, you can use Clio File to easily resubmit your documents. The refiling submission date will reflect the actual date and time of your refiling, but the court clerk can assign the original docket date during their review.
- Go to the main E-filings tab, you can also go to the matter and select the E-filing subtab.
- Locate the rejected filing.
- Under the Actions column, click the Refile icon next to rejected filings. Or, click the Eye icon to view the filing details, and click Refile (top right).
- View the Rejection reasons under Submission summary, make the appropriate changes, and submit the filing.
Edit and delete draft filings
If you saved a filing as a draft, you can continue to edit the draft filing or delete it. Be sure to thoroughly check the filing for accuracy before submitting it. Once you submit a filing, you cannot cancel it on your own and will instead need to contact Clio's support team for any cancellations.
- Go to the main E-filings tab or the matter's Dashboard.
- Find the draft filing that you want to edit.
- Under the Actions column of the table, click Edit.
- Make any necessary changes and then submit the filing.
- Go to the main E-filings tab or the matter's Dashboard.
- Find the draft filing that you want to delete.
- Under the Actions column of the table, click the arrow next to Edit and then select Delete.
- Click Delete draft to confirm the action.
Cancel filing submission
You can cancel recent submissions from the E-filing subtab in a matter or when viewing the filings. You cannot cancel filings in review or previously reviewed by the courts. Once canceled, you will not be charged for the filing.
- Go to the main E-filings tab. You can also go to the matter and select the E-filing subtab.
- Find the filings you need to cancel.
- Click the X icon. You can also cancel submissions when viewing the filing.
- Click Cancel submission.
- In the pop-up modal, click Cancel submission to confirm.