Clio + Pipefile

Create Clio file requests and collect legal documents securely
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Clio

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Legal Practice Management
Create file requests in Pipefile to securely collect legal documents from your clients. Once your clients have utilized the secure upload form and you've approved their submissions, use our Clio integration to easily export their documents directly into your Clio account. Organize files automatically in specific matter folders, maintain version control, and collaborate seamlessly with your legal team using Clio's powerful practice management features. Perfect for law firms that need to collect client documents and organize them in Clio.
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Integration features

  • One-click export from Pipefile to Clio
  • Automatic matter-based folder organization
  • Secure file transfer with encryption
  • Bulk export capabilities
  • Integration with existing Clio workflows

How it works

Pipefile's Clio integration allows you to create secure file request forms and easily export approved legal documents into your Clio account. This reduces manual file transfers and helps ensure collected client documents end up organized in the right matter folders.

Use cases

  • Collect client documents and export directly to Clio matters
  • Create file request forms for legal team collaboration
  • Streamline document collection for law firms and legal departments
  • Automate file organization in Clio matter folders
  • Secure file sharing with automatic practice management backup

Benefits

  • Save time with direct file exports to Clio
  • Reduce manual errors in legal document organization
  • Maintain security throughout the document collection process
  • Improve collaboration with centralized legal file storage
  • Scale your legal document collection workflow efficiently

Setup steps

1

Connect Clio

Connect your Clio account to Pipefile
2

Configure matters

Configure your preferred matter-based export structure
3

Create forms

Create file request forms for your specific legal needs
4

Share Link

Share the secure upload link with your clients
5

Approve & export

Review and approve submissions before exporting to Clio

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