Upload Notices to Clio

How to upload a notice and run Clio automation through ClerqLegal, and optionally send client emails along the way.

1. Set up the Clerq extension and sign in

   Add the ClerqLegal Automation Engine extension to Chrome: ClerqLegal Automation Engine on the Chrome Web Store. Then make sure you are signed in to Clio in the same browser before you upload.

2. Upload your document

   In the sidebar, open Upload Documents. Drop your notice PDF onto the upload area or click to browse. PDF only · max 500 MB per file · up to 20 files.

   

3. Run the Clio automation

   Go to Notices → Unprocessed Notices. Your notice appears with the status Awaiting Upload. Click Start Automation to upload it to Clio. Once it finishes, the status changes to Processing Complete.

   

4. Check for notices that need attention

   When automation finishes, most notices upload automatically and move to Processed. Watch the Status column, though. Any notice ClerqLegal couldn't confidently match is flagged Needs Attention and left in the list. Open that notice (click its name, or the edit icon under Actions) to review and fix it in the next step.

   

5. Review the event details

   Open a notice to see its Event Details. Review the extracted information, click View Document to check it against the source PDF, and confirm the matched client and matter. If the wrong person was matched, click Change Contact. Notices that still need a decision are flagged Needs Attention.

   

Optional: Send emails through ClerqLegal

1. Generate and send the emails

   Click Send Emails, choose the contacts and languages you want, then click Generate All Emails. Review the drafts, then click Send Selected Emails, or click Skip to handle a client manually.

Next steps

Google Drive→ Auto-file notices into Google Drive folders. OneDrive→ Auto-file notices into OneDrive folders. Edit email templates→ Customize the client emails ClerqLegal sends. Manage calendar rules→ Control how deadlines and hearings are calculated.