Case Study: Upton, Mickits, & Heymann, L.L.P. achieves 90% faster e-filing and eliminates third-party e-filing with Clio

How Upton, Mickits, & Heymann Said Goodbye to 3rd-Party E-Filing with Clio

Upton, Mickits, & Heymann, L.L.P. is a Texas-based insurance defense firm (founded 1996, 30+ staff) that had been juggling multiple third-party e-filing services. The firm’s workflow required creating documents in Clio, exporting PDFs, and uploading them to different vendor sites, making confirmations and service fees difficult to track and turning routine filings into a time-consuming, multi-step process.

By switching to Clio File inside Clio Manage, the team can create and submit court filings without leaving the platform, with instant court-stamped confirmations and automatic recording of e-filing fees for client billing. The change eliminated third-party tools, improved transparency and filing history, achieved firm-wide adoption, and cut e-filing time by about 90% (from roughly 10 minutes to 1 minute).

Upton, Mickits, & Heymann, L.L.P.

Scott Seelhoff

Attorney