×

Please fill out the form below, and our sales team will be in contact shortly.

Close × Home Record Retrieval Record Retrieval for Plaintiffs Record Retrieval for Defense Firms New York Record Retrieval for Law Firms State Medical Record Copying Fees Machine Learning Machine Learning Integration Microsoft Office 365 Google G-Suite Radiology Disc (DICOM) Viewer Filevine Litify Clio Practice Panther Soluno Dropbox AutoPay with Stripe DocuSign USPS FTP & Secure FTP (SFTP) Information Security Security Solutions Threat Management Compliance Services About Us Resources Blog Contact Us Information Security Terms and Conditions Privacy Policy

ClioManaging your law practice is a cinch!

YoCierge loves and plays nicely with Clio! Now that our services seamlessly integrate with Clio, you will experience remarkable efficiency for your law office. Our software engineers have designed this interface to save you considerable time and generate additional revenue. Just like Clio, we live in the cloud, so you don't need to install any software to take advantage of the improvements below.

Synch Your Clio and YoCierge Matters

Below is a sample Clio matter that we will synch with YoCierge.

Clio full project

When you start a new YoCierge matter for record retrieval, you can search among your Clio matters.

YC Matter page

Order details pre-populated from your Clio Matter data automatically.

YC Order page

Patient / Subject details pulled from Clio:

YC Patient

In case of multiple contacts in your Clio matters, you can select them from a simple, drop-down menu.

YC representative name

YoCierge Updates in Clio Custom Fields

When you order records from a custodian via YoCierge...

YC Location

...they will automatically appear in Clio under the custom fields.

Clio Custom fields

We register the custodian as a Contact in Clio, if needed.

New Contact

Daily Updates In Clio

You can keep track of your record requests right in Clio, without even going to our portal.

Clio Records Received
Refresh Clio Status

If you love what Clio does for your firm, you will love what YoCierge can add for you!

© 2020 YoCierge - ALL RIGHTS RESERVED