Want to streamline eFiling in California? Connect your Clio account to Countrywide Process and file documents directly with the courts—no downloads, no re-uploads, just simple, automated legal efficiency.

Attorneys using Clio can now eFile in California without ever leaving their case management system. Learn how Countrywide Process makes it easy to upload documents, receive court-stamped returns, and track expenses—all within Clio.

A Smarter Way to File Legal Documents

If your firm uses Clio for case management, there’s now a seamless way to file court documents in California—directly through the Countrywide Process Portal.

This integration lets you upload documents from Clio into your eFiling order and automatically saves returned documents and expenses back into the correct Client and Matter folders in Clio. No manual downloads. No extra steps.

Click here to register for a Countrywide Process account

Key Benefits of Using Countrywide Process with Clio

• One-click upload of documents directly from Clio
• Automatic return of conformed and filed documents into Clio
• Easy tracking of expenses and invoice management
• No need to download or re-upload files manually
  
• Court compliance maintained—PDFs are checked for filing readiness

Step-by-Step: How to Connect Clio and Start eFiling

1. Log in to the Countrywide Process Portal
   If you don’t have an account, register here.
2. Begin a new eFiling order and navigate to the “Documents” section.
3. Click “Browse,” then choose “Clio.”
   A secure window will open for Clio login and authorization.
4. Log in and authorize access.
    You’ll be returned to the portal, where you can browse your Clio folders by Client and Matter.
5. Choose your file and upload.
    The document is instantly pulled from Clio and added to your eFiling order.

All documents must meet California court filing standards. Avoid password-protected or fillable PDFs.

What Happens After You File?

• Court responses and conformed copies will be accessible in your Countrywide Process Portal under the “Deliverables” tab.
• These same documents are automatically saved in Clio under a folder titled “Returned from Countrywide Process.”
• Billing and expense data related to the order is populated in Clio’s “Activities” page for easy reconciliation.

Frequently Asked Questions

How do I connect my Clio account to Countrywide Process?

From the Documents tab in your eFiling order, click “Browse” > “Clio.” A Clio login pop-up will appear. Enter your credentials and authorize the connection.

Will I have to log in to Clio every time?

No, your session may stay active for a short period. If inactive for a while, Clio may require re-authentication for security.

Can I upload multiple documents from Clio?

Yes, you can upload multiple files from Clio, just as you would from your local device.

Do my Clio and Countrywide Process emails need to match?

No, they can be completely different. A valid Clio login is all that’s required.

Are Word and RTF files accepted?

Yes. Files uploaded from Clio will automatically be converted to court-compliant PDFs when needed.

Need Help or Want to Learn More?

Download the full user guide here:
User Guides – Countrywide Process legal Services

Have questions? Call us at 888.962.9696 or email info@countrywideprocess.com