You can click the name of a docket from your search results to view the case details including case metadata, filings and events, and party information.
While viewing a docket, you can use the Export PDF or Download Excel icons to download the information to your computer for use outside of Clio. You can also click Track Docket to begin tracking the docket for new activity.
While viewing a docket or document, you can also expand the AI-features panel (the diamond icon) on the right to access Clio Work. The panel scopes to the docket or document you have open, and offers suggested actions such as summarizing the case, surfacing upcoming deadlines, extracting key filings, and finding related court rules. You can also type your own questions in plain language. Learn more about how to write effective prompts.
Use Clio Work with Clio Docket
You can access Clio Work directly from any open docket or document in Clio Docket to summarize case activity, surface key details, and answer questions about what you're viewing.
From an open docket or document, click the AI icon on the right side of the screen to open a Clio Work panel. You can select one of the suggested actions, or type your own question or prompt in the text box. Learn more about how to write effective prompts.
Attach dockets to matters
You can attach a court docket to a matter from the matter dashboard in Clio Manage. Once attached, docket updates appear on the matter dashboard so you can track case activity alongside your other matter details.
- In Clio Manage, open the relevant matter.
- On the matter Dashboard, in the Docket updates section, click Attach a Docket.
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Search for a docket using the appropriate search parameters.
Note: If you cannot find the docket you are looking for, click Request Docket at the bottom of the search results. -
Use the checkboxes to select the docket(s) from the search results. The modal displays the number of dockets selected and any applicable linking fee(s).
Tip: You can click the docket name to open the full docket detail in a new tab, allowing you to review it before attaching. - Click Attach Docket.
Once a docket is attached, the Docket updates section on the matter dashboard displays the linked case name, the last synced time, and recent case events.
Up next:
- Create and Manage Alerts: Set up alerts to receive notifications when new filings or updates are added to a docket you're tracking.
- Search for Dockets and Documents: Run a new search to find additional dockets or documents.