One-click client commissioning, directly inside Clio.
Invite clients to commission their documents online with a Notary Public—no downloads, no scanning, no re-uploads.
Key Benefits
Work Entirely Within Clio
Lawyers never need to leave Clio. From sending the invite to receiving the commissioned document, the entire workflow happens within the platform.
Streamline Client Workflows
With a single click, you can send documents to clients for commissioning. No more juggling downloads, emails, or manual uploads.
Faster Case Progress
Clients complete their commissioning online in minutes, helping your firm move matters forward without unnecessary delays.
Audit-Ready Compliance
Every commissioned document is securely returned to the correct Clio matter file, fully compliant and audit-ready.
Cost Efficiency & Revenue Potential
Bulk credits ensure predictable costs, while firms have the ability to rebill clients at a margin, transforming a fixed cost into a revenue opportunity.
Client-Friendly Experience
Clients benefit from extended service hours, mobile upload options, and a secure, intuitive process that makes commissioning stress-free.
How it Works
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Client completes commissioning with a Notary Public through NotaryPro.
The client receives an automated invitation and securely commissions their document online.
Document returns automatically to Clio.
Once completed, the commissioned document is instantly stored in the matter file—filed, compliant, and ready for use.
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Client completes commissioning with a Notary Public through NotaryPro.
The client receives an automated invitation and securely commissions their document online.
Document returns automatically to Clio.
Once completed, the commissioned document is instantly stored in the matter file—filed, compliant, and ready for use.
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Client completes commissioning with a Notary Public through NotaryPro.
The client receives an automated invitation and securely commissions their document online.
Document returns automatically to Clio.
Once completed, the commissioned document is instantly stored in the matter file—filed, compliant, and ready for use.
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Click “Invite Client to Commission” in Clio
Start the process without ever leaving the platform.
Impact at a Glance
2–3 hours
Save 2–3 hours of administrative coordination per commissioning.
85% faster
Onboard clients up to 85% faster in high-demand areas such as immigration and litigation.
20–30% revenue
Capture 20–30% revenue margins by rebilling.
Auto organized in Clio
Eliminate manual uploads and keep every commissioned document automatically organized in Clio.
Faster and Easier
Keep lawyers and staff entirely within Clio, making workflows faster and easier.
Why Choose
NotaryPro + Clio
The NotaryPro integration is built specifically for Clio users who want to simplify client commissioning while maintaining compliance and efficiency.
Seamless setup
Quick to activate with minimal training required
Quick to activate with minimal training required
Compliance-first
Fully aligned with Canadian commissioning rules and practices.
Fully aligned with Canadian commissioning rules and practices.
Secure
Encrypted document handling, secure ID capture, and complete audit trails.
Encrypted document handling, secure ID capture, and complete audit trails.
Scalable
Handle higher volumes of client commissions without adding staff.
Handle higher volumes of client commissions without adding staff.
Focused
Keep lawyers and paralegals working inside Clio, not chasing documents across platforms.
Keep lawyers and paralegals working inside Clio, not chasing documents across platforms.