DocketBuddy + Clio
DocketBuddy collects and checks client documents while Clio stays your system of record. Today the Clio connection works for immigration matters: link the client to its Clio matter, then send a case summary note to it when you choose.
Client data is encrypted. See how each feature handles it. Privacy
Linked matter
Morgan · Statement request
DocketBuddy reads the statement
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
An immigration matter sends its case summary note to Clio only when you choose.
The connection links an immigration matter to its Clio matter and sends a note when you choose. Document collection stays in DocketBuddy, and nothing moves Clio documents, deadlines, messages, or billing data on its own.
Available now
Connect a Clio account through OAuth
Link an immigration client to an existing Clio matter
Send a case summary note from that immigration matter to Clio when the attorney chooses
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
Keep your current system
Start with the administrative job your team hates most: document requests, exact corrections, reminders, replacement checks, and a clean DocketBuddy record. Collected documents do not sync to Clio automatically.
See how document collection worksOne connected record
Intake, client documents, deadlines, billing, and the tools for every practice area on one client record, for $99/month.
See pricing15 cases per month free
Your current process
Record it
Staff touches, PDFs opened, vague requests, days to usable file
Set the baseline
Same request with DocketBuddy
Compare
Run the same measures after DocketBuddy handles the request
See the result
The Free plan covers document collection for 15 new clients each month. DocketBuddy at $99/month raises the limit to 100. No migration project and no claim of automatic Clio synchronization.