DocketBuddy + Clio

DocketBuddy with Clio

Ready runs in DocketBuddy while Clio stays your system of record. Today, a supported immigration matter can send an attorney-triggered Case Intelligence note.

See Ready catch the wrong statement See exactly what connects

Real client data is encrypted and excluded from AI training. Privacy

Linked matter

Morgan · Statement request

Clio linked

Ready reads the source

June 1 – 30 found. July requested.

The mismatch becomes the exact client request

No staff rewrite and no vague “please resend” task.

The attorney controls the Clio handoff

Supported immigration matters can send a Case Intelligence note with one deliberate action.

What moves between DocketBuddy and Clio

The connection is an explicit matter-and-note handoff. Ready continues handling its workflow in DocketBuddy; it does not silently move Clio documents, deadlines, messages, or billing data.

Available now

Connect a Clio account through OAuth

Find and link an existing Clio matter

Send an attorney-triggered Case Intelligence note from a supported immigration matter

Current boundaries

DocketBuddy requests read access to matters and contacts and write access to notes

DocketBuddy does not request access to Clio documents

No automatic two-way document sync

No automatic task, calendar, billing, portal, or message sync

Attorney review still controls legal advice, strategy, filings, and work product

Ready alongside Clio or the complete PracticeOS system

Keep your current system

Ready alongside Clio

Start with the administrative job your team hates most: document requests, exact corrections, reminders, replacement checks, and a clean DocketBuddy record. Ready results do not sync to Clio automatically.

See Ready

One connected record

PracticeOS

Connect Ready, case intelligence, case work, deadlines, billing, work product, and DocketBuddy Sites in PracticeOS.

Explore PracticeOS

15 cases per month free

Measure the document chase before you change any other system

Your current process

Record it

Staff touches, PDFs opened, vague requests, days to usable file

Set the baseline

Same request with Ready

Compare

Run the same measures after Ready handles the request

See the result

Matter	Staff touches	PDFs opened	Vague requests	Days to usable file
Your current process	Record it	Record it	Record it	Record it
Same request with Ready	Compare	Compare	Compare	Compare

Ready includes 15 new client cases each month free. The optional $29 plan raises the limit to 100. No migration project and no claim of automatic Clio synchronization.

Start with 15 cases free See pricing