The Alerts tab lets you view and manage all of your Clio Docket alerts in one place. There are three types of alerts:
- Docket alerts: Created from the docket detail page, these alerts notify you when new filings or updates are added to a specific case.
- Search alerts: Created from the search results page, these alerts notify you when new cases or documents match a saved search.
- Party alerts: Created from the Alerts tab, these alerts notify you when new cases involving a specific party are filed.
Note: Checks for new activity occur approximately at 9:00 a.m. ET. Weekly checks happen on Mondays at this time and monthly checks on the 1st of the month. For twice-a-day checks, the second check occurs at approximately 4:00 p.m. ET. A notification is only sent when new activity is found.
Create alerts
To get notified when new filings or updates are added to a docket:
- From a docket detail page, click Create Alert.
- Fill in the Track Docket modal details.
- Enter an Alert name or keep the default case title.
- Select how often to check for updates. You can toggle Weekdays Only so that Clio Docket only checks on weekdays.
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Email Filings as Attachments: Receive new filings as email attachments along with your docket alert notification.
Important: When opting in to receive filings as email attachments, take note of the PACER fees by hovering over the information icon. - Optional: To associate the alert with a matter for organization and cost tracking, select a matter from the Matter dropdown.
- Optional: To add other members of your firm to receive the alert, search for and select their name in the Share with field.
- Click Start tracking.
To get notified when a new result matches existing search criteria:
- After running a search, from the search results page, click Track Results.
- Fill in the Create Search Alert modal details.
- Enter an Alert name or keep the default (your search term).
- Select how often to rerun the search.
- Configure your alert options:
- Include results filed before alert was created: When enabled, the first alert check will include all matching results, not just new ones since alert creation.
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Email Filings as Attachments: Receive new filings as email attachments along with your docket alert notification.
Important: When opting in to receive filings as email attachments, take note of the PACER fees by hovering over the information icon. - Email Excel Report as Attachment: When enabled, you will receive an Excel summary of new results as an email attachment.
- Optional: To associate the alert with a matter for organization and cost tracking, select a matter from the Matter dropdown.
- Optional: To add other members of your firm to receive the alert, search for and select their name in the Share with field.
- Click Create Alert.
To get notified when new cases involving a specific party are filed:
- Click the Alerts tab, then click Create Party Alert.
- Add the name of the party you want to monitor, add a name for the alert and set the monitoring frequency.
- Click Create Alert.
Edit alerts
- In Clio Work, click Docket in the left navigation panel.
- Select the Alerts subtab.
- For the alert you want to edit, click the edit (pencil) icon in the Actions column.
- Edit the information in the modal, then click Save.
Pause alerts
- In Clio Work, click Docket in the left navigation panel.
- Select the Alerts subtab.
- Switch the toggle in the Enabled column to off.
Delete alerts
- In Clio Work, click Docket in the left navigation panel.
- Select the Alerts subtab.
- For the alert you want to delete, click the delete (trash can) icon in the Actions column.
- Click Delete.
Up next:
- Search for Dockets and Documents: Find dockets and documents to track or set up alerts for.