Legal practice management
Docket Build + Clio Manage
Firm-wide practice management for immigration teams that also run other matter types.
- Setup time
- ~7 min
- Direction
- Two-way
- Objects synced
- 6
- Data flows
- 4
How it works
For firms where immigration sits alongside other practice areas, the Clio Manage connector keeps Docket Build scoped to immigration matters only — reading documents and matter metadata, and filing the assembled packet back to the correct Clio matter with your firm's document naming convention applied.
Data flows
- Clio → Docket Build
Matter metadata
Client, responsible attorney, practice area, matter number and custom fields
- Clio → Docket Build
Matter documents
All documents and document categories on the selected matter
- Docket Build → Clio
Assembled packet
Compiled binder written back under your firm's naming template
- Docket Build → Clio
Assembly time entry
Optional non-billable activity entry recording assembly duration
What starts an assembly
- Matter tagged with your immigration practice area
- Document added to a watched matter folder
- Manual assemble action from Clio's matter view
Clio Manage specifics.
Yes, and we recommend it. Scope the connector to one or more Clio practice areas or custom-field values; matters outside that scope are never read.
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Software for licensed attorneys. Not legal advice.