Send to Case

Upload downloaded files to Clio matters quickly and easily

Send files from any webpage straight to a Clio matter — your discovery uploads directly from your browser to Clio, never through our servers. Stop the tedious download-then-upload workflow without giving up control of where your files go. How it works -Right-click any download link and select "Send to Clio" -Choose your matter from the search or recent list -Done — your file uploads directly from your browser to Clio Key Features 🔒 Files upload directly to Clio — never to us Your files go from your browser to Clio's document storage over HTTPS, using the upload URL Clio's API returns. Send to Case servers are not in that path. Your Clio OAuth tokens stay in your browser's local extension storage on your device — we don't keep them on our infrastructure. Read our full Security & Architecture page at sendtocase.com/security. ⚡ One-click uploads, no download shuffle Right-click any file on the web — SharePoint, OneDrive, a prosecutor's portal, an email attachment — and send it straight to your Clio matter. No saving to your desktop, no re-uploading, no temporary copies left behind on shared or borrowed machines. 🛡️ Built for high-volume, privileged work Send to Case uses Clio OAuth (with PKCE) and inherits the permissions of the Clio user who signed in — including any matter-level restrictions your firm has set. Tokens can be revoked from Clio's Connected Apps settings at any time. 📁 Batch Upload Scan any webpage for downloadable files and upload multiple documents at once. Built for court filing systems, document portals, and cloud storage sites where discovery arrives in bulk. 🔍 Smart Matter Search Find matters by number, description, or client name. Your recently used matters appear first for faster access. 📦 Automatic Zip Extraction Drop a zip file and Send to Case automatically extracts and uploads each document individually. Free to try — upload up to 10 files per month free. Upgrade to Pro for unlimited uploads. Perfect for -Attorneys downloading court filings -Paralegals organizing case documents -Legal staff processing client documents -Firms with IT or compliance reviews on every new tool Requirements -Active Clio Manage subscription -Chrome Privacy Send to Case uploads files directly from your browser to Clio's document storage — your files do not pass through our servers. We use Clio OAuth (with PKCE), and your tokens live in your browser's local extension storage on your device. We use Sentry for error monitoring with PII scrubbed before transmission, and Stripe for payments.