Organise immigration document collection around Clio

Use Clio for Clients to exchange documents, then track completeness separately for each person and item. A document uploaded to a matter still needs the firm’s translation, expiry and attorney checks before filing.

Choose the collection route

Clio documents a client portal for secure communication and document sharing, including documents uploaded by clients. Agree where each client should send files so staff do not have to reconcile several uncontrolled copies.

Build the attorney-approved list

Start from the current official instructions for the relevant forms and the attorney’s case assessment. The downloadable starter list is a tracking aid, not a statement of immigration filing requirements. Record why each item is on the list.

Keep person, document and review status together

Field	Purpose
Case, person and document	Keep each family member’s documents separate.
Reason and official instruction	Record the attorney-approved basis for the request.
Original, translation and expiry	Receipt alone does not establish that the document is usable.
Next reminder and stop condition	Pause on arrival or reply; check remaining gaps.
Attorney approval	Record who approved the item and when before filing assembly.

Separate receipt from approval

On arrival, match the file to its person and document row. Record translation needs, expiry and any missing pages. Staff can mark Ready for review; the attorney records approval. Receiving a file in the portal does not establish that it is sufficient for the filing.

Remind only about the current gap

Pause reminders when a file arrives or the client replies. The next message names the remaining item and uses the agreed upload route. Check recipient, person and document before sending, especially when several family members share a contact.

Connect only the steps your account supports

Runnrr scopes workflows around Clio and the firm’s inbox. Access, supported actions and approval steps are agreed before setup. This guide does not claim a native Runnrr-Clio integration, immigration form preparation or automatic filing.

Sources

Vendor documentation checked on 21 October 2026. Feature availability varies by account, plan and region.

This is administrative workflow guidance, not legal advice.

Questions before you start?

Does Clio provide a client upload route?

Clio for Clients supports document exchange between the firm and client. Check configuration and permissions in your account.

Is this an immigration forms automation?

No. It describes document collection and administrative tracking. Attorneys determine requirements, review documents and approve filings.

Keep the next step clear.

Immigration client document tracker for law firms (free)Client document request email and text templates for law firms Docketwise and Outlook: follow up on client documents Workflows for immigration firms Connection requirements

Spend less time chasing client documents.

Runnrr sets up the recurring steps in your existing tools. Start with one workflow and agree the checks with your team.

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