Cloud-based case management trusted by 150,000+ legal professionals. Fully integrated with Casera.
Quick Summary
- Place orders directly from Clio
- Reports and invoices automatically uploaded to your case
- Estimated report return dates added to your Clio calendar
KEY BENEFITS
WHAT'S INCLUDED
Hotlink Ordering
Place Casera orders directly from within your Clio matter. Case details are carried across automatically, removing the need to re-enter data and reducing the risk of errors.
Automatic Report Delivery
When searches and reports are completed, they are automatically uploaded into the relevant matter in Clio. There is no manual downloading or uploading required, and your case file stays complete without additional admin.
Automatic Invoice Attachment
When an order is placed and Casera generates an invoice, it is automatically pulled into the matter in Clio. This keeps your financial records aligned with the case without any extra steps.
Calendar Integration
Estimated return dates for reports are automatically added to your Clio calendar. This gives you visibility on when results are expected so you can plan your workload and keep clients updated without checking Casera separately.
MORE DETAIL
Casera has integrated directly with Clio to give conveyancers a seamless link between their case management system and the Casera search platform. If your firm uses Clio, you can place conveyancing orders on Casera via a hotlink without leaving your case, keeping your workflow in one place and reducing the admin involved in ordering searches.
For conveyancers, Clio provides a single place to manage matters, store documents, track deadlines, and handle compliance. The integration with Casera extends this by connecting your case directly to the search ordering process. When you click through to Casera via the hotlink, your case details are carried across so you are not re-keying property addresses or references. When results are returned, they can be stored back against your Clio matter, keeping your file complete without switching between platforms or manually downloading and uploading documents.
FAQs
What data is passed from Clio to Casera when I place an order?
Case details including the property address and your matter reference are carried across automatically when you click through to Casera via the hotlink. You do not need to re-enter these details manually.
How do reports get back into Clio?
When a report is completed, it is automatically uploaded into the relevant matter in Clio. You do not need to download the report from Casera and upload it separately.
How do estimated return dates work?
When you place an order through Casera, the estimated return date for the report is automatically added to your Clio calendar. This means you can see at a glance when results are due without logging into Casera to check.
Can I still order searches outside of Clio?
Yes. The hotlink is a convenience that streamlines the process, but you can still log into Casera directly and place orders as normal. However, the automatic report delivery, invoice attachment, and calendar integration rely on the integrated workflow.