COURTDRIVE INTEGRATION

From CourtDrive to Clio Manage, trigger selected actions automatically

Integrate ECF Notices into Clio Manage seamlessly by triggering custom actions such as sending an update email to a client, sharing tasks with your team, updating a custom field, and more.  
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Join the growing list of law firms automating their workflows
CourtDrive and Clio Manage integration
Automated actions for Clio Manage and CourtDrive

Integration Details

With LegalMate’s automation, ECF Notices from CourtDrive are seamlessly integrated into Clio Manage. The automation can find the client, classify the notice, send it to the client, create a calendar event, update a custom field, add a note, and/or assign a task to your team. This saves time and ensures nothing slips through the cracks.
Trigger - when this happens
RECEIVE ECF NOTICE VIA COURTDRIVE
New ECF Notice received in your inbox can trigger subsequent actions of your choice.
Filter - automatically filter
Find the client in Clio
If the client exits inside Clio Manage, update the matter with correct information.
action - then do this
CLASSIFY ECF UPDATE
Classify the notice to take different actions depending on if it has judge, event or other requirements from it.
action - then do this
EMAIL ECF NOTICE TO CLIENT
Automatically trigger an email with ECF Notice attached to client that update them on their case.
action - and this!
UPDATE A CUSTOM FIELD
Update a custom field within Clio Manage with key information from the ECF Notice.
action - and this!
CREATE A NOTE
Create a note within Clio Manage for the Docket information from the ECF Notice.
action - and this!
CREATE A TASK
Create a task within Clio Manage that can be sent to your team with applicable tasks to be completed.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
As a Certified Clio Partner, we've designed automations that connect directly to Clio that you can trust.
integrate with stuff

Get more out
of your existing legal tools

LegalMate integrates with any legal and general business software you use for your firm including Office 365, Outlook, Clio Manage,Clio Grow, Gmail, Dropbox, MyCase, Acuity, Dialpad, Lawmatics and more.
Frequently asked questions

You should have questions

Do I have to set it up myself?

No, you do not. We've designed our pre-built automations to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

To make sure you have a seamless and easy experience, we'll schedule a 30 minute call to help you set up your automation. After the call, you'll be all set up and we will be available for help if needed!

What type of CourtDrive plan do I need?

You will need to be on one of the paid plans CourtDrive offers with access to CourtAPI

What data gets transferred from CourtDrive to Clio Manage?

All applicable information within the ECF Update, such as case number, docket number an docket information  will be used to fire the subsequent action that you would like automated. Tell us what you want to happen after you receive the ECF Update and the automation will take care of the rest.

What happens if there is a problem?

We have a number of checks and balances to ensure your automation will run smoothly. However, in the case that you are needing any type of support, you'll have the CEO's personal phone number you can contact. We really mean that.

What if I want to customize this automation?

Then you're in the right place. Our team builds custom automations for 100's of law firms - reach out and we can design an automation custom to your needs.

Increase efficiency and profitability with bespoke automations and made-to-measure solutions to help you scale.
Solutions
Client IntakeBilling automationClient managementCase typesClient Referrals
Use Cases
ImmigrationEvictionBankruptcyFamily law
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Automation is for you if...

You’re overwhelmed with the number of cases you have on the go at any given time.
You’re behind or always worried about sending status updates to your clients.
You’re unsure if your immigration forms are accurate and how to identify the mistakes.
You lose repeat clients when they reach new immigration milestones because you don’t have a great way to track cases
You feel like your cases could be moving faster.
You’re worried about your clients missing future opportunities.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
“Our firm hired LegalMate to create an essential workflow automation for different immigration fillings, submitted applications and various essential notices. Before the automation, this was all done manually. LegalMate has automated it all!
Karen Jones
KW Law