In Clio Docket, you can open any docket from your search results to review its case details, filings and events, and party information. Reviewing the docket in one place keeps your case strategy grounded in the latest court record. From the docket, you can export reports, download documents, track the case for new activity, and link it to a matter.
Review docket details
The docket detail page holds the case record. Open it by clicking the name of a docket in your search results. To get notified about new activity on the case, click Track Docket. Learn how to create and manage docket alerts.
The page has three tabs:
- Case Events
Filings and events on the docket, newest first. Use Search or filter by... to find specific entries, or Events to filter by event type. The panel beside the events lists case details such as the judge, location, filed date, case type, and status.
- Parties
Party information for the case.
- Matter
The Clio matter linked to the docket.
Tip: To pull the latest data from the court system, click the refresh icon next to Last synced. Refreshing case data may incur court fees.
Export and download docket information
Export a docket report or download court documents for use outside of Clio. Downloading court documents may incur fees from the Public Access to Court Electronic Records (PACER) system or from state court systems.
- To download the docket information, click the Export PDF or Download Excel icon.
- To download filings from the docket, click Download Documents.
Use Clio Work with Clio Docket
You can access Clio Work directly from Clio Docket to summarize case activity, surface key details, and answer questions about what you are viewing. The Clio Work panel opens on the right side of the screen and scopes to the docket, document, or search results you have open. Learn more about how to write effective prompts.
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From an open docket, document, or search results page, click the four-dot
Clio icon in the narrow strip along the right edge of the screen, about halfway
down the page.
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In the Clio Work panel, choose how to start:
- Select one of the Suggested actions, such as summarizing the case, surfacing upcoming deadlines, extracting key filings, or finding related court rules.
- Type your own question in plain language in the message box at the bottom of the panel.
- Select an earlier conversation under Resume recent conversations.
Important: Clio Work outputs are a starting point and require review. Clio Work reads the docket as of the last sync, so click the refresh icon to update the docket before relying on the results. Always confirm deadlines, filings, and court rules against the docket and the court before acting on them.
Attach dockets to matters
Attach a court docket to a matter from the matter dashboard. Once attached, docket updates appear on the matter dashboard, so you can track case activity alongside your other matter details. You can also link a docket to a matter when you track the docket.
- Go to Matters, then open the 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 the docket you need is missing from the search results, click Request Docket at the bottom of the search results.
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Select the checkbox for each docket to attach. The modal lists the number of dockets selected and any applicable linking fee.
Tip: Click the docket name to open the full docket detail in a new tab, so you can review it before attaching.
- Click Attach Docket.
- Once a docket is attached, the Docket updates section on the matter dashboard lists the linked case name, the last synced time, and recent case events.
Up next
- Create and Manage Docket Alerts: Set up alerts that notify you when a docket you track receives new filings or updates.
- Search for Dockets and Documents: Run a new search to find additional dockets or documents.