Clio Integration

Award-winning integration for legal document delivery

Proof's integration lives 100% within your Clio dashboard so you can serve and track documents without leaving Clio!

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KEY BENEFITS

Streamline your workflows

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Create serve requests in seconds

With Clio document management, serve documents anywhere in just a few clicks. Proof syncs with your Clio documents and matter information—so no data entry is required!

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Track progress in real-time

Receive updates and chat directly within your server in real-time. Upon completion, your proof of service will be waiting for you in your Clio Documents!

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Automatically reconcile expenses

Automatically reconcile your service of process invoices as an expense via the Proof-Clio integration. Your PDF receipts are also sent directly to your Clio Documents!

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Never leave Clio

Send and manage your serve requests directly within Clio in the Proof tab under all of your matters. Why use an external platform or vendor if you don't have to?

What will Proof do to your firm’s bottom line?

1,800

Hours saved per year

$81,000

Cost savings per year

$405,000

Annual reallocated billable revenue
* average based on 150 serves per month

Save time with Proof

Integrating your Clio app with Proof is easy and helps streamline your workflow. Start a serve in just a few clicks without leaving Clio.

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Nationwide service of process

Serve documents in all 50 states and U.S. territories using our network of vetted process servers

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Real-time updates

Receive real-time updates on your serves so you're always in the loop

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Streamlined process

Never leave the Clio portal to streamline service of process

Helpful resources

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  • Security and privacy

  • Additional support

  • Serve smarter with Proof

  • Vetted Servers
  • Nationwide Delivery
  • Verified Live Updates
  • See pricing for your state