Docketman works hand-in-hand with Clio to streamline your real estate practice
Docketman is built to work seamlessly with Clio, the leading practice management platform for law firms. Our deep integration means you can import matters, sync contacts, and automatically upload generated documents - all without leaving your workflow.
No duplicate data entry. No manual file management. No switching between systems. Docketman and Clio work together as one unified solution.
Three simple steps to integrate your real estate closings
With one click, import your real estate matters from Clio into Docketman. All matter details, client information, and contacts come over automatically.
Use Docketman's powerful automation to generate all your closing documents - Closing Disclosures, HUDs, ALTA statements, and more.
Every document you create is automatically uploaded back to the correct matter in Clio. Everything stays organized in one central location.
Select the real estate matters you want to work on in Docketman and import them with a single click. All the information you need flows seamlessly:
When you generate documents in Docketman, they're automatically uploaded to the correct Clio matter. No manual file management required:
Your contact database stays in sync between Docketman and Clio. Build relationships and maintain accurate records across both platforms:
Why Docketman + Clio is the perfect combination
Enter information once in Clio and it flows automatically to Docketman. Generate documents without re-typing client names, addresses, or transaction details.
All your closing documents live in Clio alongside your other matter files. Everything is organized, searchable, and accessible from anywhere.
Your entire team can access matters and documents through Clio. Docketman-generated documents are immediately available to everyone who needs them.
Benefit from Clio's enterprise-grade security and compliance features. All document transfers are encrypted and audit trails are maintained.
Track your real estate closing activities in Clio. Generate reports on closing volumes, revenue, and productivity metrics.
Work in the tools designed for each task. Manage matters in Clio, generate closing documents in Docketman, and have everything sync automatically.
Connect Docketman to your Clio account in minutes
When you create your Docketman account, you'll be prompted to connect your Clio account. Simply authorize Docketman to access your Clio data.
Choose which types of matters you want to sync and set your document upload preferences. Customize the integration to match your workflow.
Import your first matter and generate your first closing documents. Everything syncs automatically from that point forward.
Connect your account today and start automating your real estate closings