KEY BENEFITS
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WHAT'S INCLUDED
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.
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.
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.
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.
