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Send to Case – File Management

Send files from any webpage straight to Clio matters.

Available in the United States

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Starting at FREE

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Key benefits for your firm

File management without the download and re-upload
Right-click any file on the web: a prosecutor's discovery portal, a SharePoint or OneDrive link from opposing counsel, a records service, an email attachment. Save it straight to the right Clio matter. No saving to your desktop first, no re-uploading, no stray copies on shared machines.
Files upload directly to Clio, never to us
Files upload directly from your browser to Clio's storage over HTTPS, using upload URLs from Clio's API. Our servers never touch them. Your Clio OAuth tokens stay in your browser's local extension storage on your device; we don't store them on our infrastructure.
Built for documents that arrive from outside your firm
Clio's native integrations sync your firm's own repositories. Send to Case covers files shared from outside: someone else's SharePoint, OneDrive, Google Drive, or Dropbox, court sites, and download portals. Capture them one at a time or in bulk, rename them, and Clio's matter permissions still apply.

Works where legal documents actually live

Gmail attachments. SharePoint and OneDrive share links. Dropbox and Google Drive links. Discovery and evidence portals like Axon Evidence.com, ShareFile, and Odyssey File & Serve. PACER/ECF and court sites. Records services like ChartSwap. If you can download it in Chrome, you can upload it to Clio and file it to the matter in one step. Send to Case complements Clio document management: Clio stays the system of record; this Chrome extension is the fastest way to get web-delivered documents into it.
Security & architecture

Read our full Security & Architecture page (https://sendtocase.com/security) for IT managers and security reviewers: what data we receive, where your OAuth token lives, what the token can do, and how to revoke it.

Ready to improve your workflow with Send to Case – File Management and Clio? Get Started

Getting set up

If you need detailed instructions on connecting Send to Case – File Management to Clio, you may visit this site.
Security and privacy policy

We are committed to protecting your privacy.
View Send to Case – File Management’s privacy policy, terms of service and security policy.
Additional support

Contact Send to Case – File Management’s support at [email protected].