A Seamless Extension of Your Firm

OnTrial now integrates with Clio for Co-Counsel, creating a secure, unified workspace for your case. Connect with your dedicated OnTrial intelligence team directly within the platform you already use every day.

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Stop switching between platforms. Start streamlining your case intelligence.

For law firms using Clio, our integration removes the friction between legal strategy and intelligence gathering. Securely share case files, communicate with your OnTrial analyst, and receive reports directly in your matter, making our team a true, trusted extension of yours.

Our Clio for Co-Counsel integration is designed for a frictionless workflow. By connecting your OnTrial account, you create a secure, shared portal for your specific matter. This allows your OnTrial case manager to act as a true co-counsel, receiving documents, communicating, and delivering finished intelligence reports directly into your case file. It’s the efficiency of a modern tech platform combined with the trusted, white-glove service you expect.

What Can You Do with the OnTrial Integration?

Our Clio for Co-Counsel integration streamlines every aspect of our collaboration:

View and Send Secure Communications: Chat directly and securely with your dedicated OnTrial investigator and case manager within your Clio matter.
Share & Receive Documents: Securely upload case documents for our team to review. We will deliver all finished intelligence reports directly back into your Clio matter folders.
Assign & Complete Tasks: Request ongoing support or specific actions from your OnTrial case manager by assigning tasks directly within your case.
Share Calendars: Invite your OnTrial case manager to depositions, strategy meetings, or other key events, and see important case deadlines in a shared view.

This integration empowers your firm to manage your investigative needs with unprecedented ease. By centralizing communication, document delivery, and task management within Clio, you reduce administrative overhead and ensure all critical intelligence is organized securely within the correct matter. It makes your OnTrial intelligence team feel less like a vendor and more like a dedicated member of your firm.

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A Smarter, More Connected Workflow

Our integration leverages the power of Clio to ensure nothing is missed. All communications are logged, reports are instantly available to your team, and tasks are tracked within your existing workflow.

Experience the unmatched efficiency of a fully integrated intelligence process—because your time is best spent on strategy, not administration.

The Same Trusted Intelligence, Now Seamlessly Delivered

Our powerful AI and expert investigators remain the core of our service. This integration simply enhances the delivery.

Every report is still checked by our veteran case managers before being delivered directly into your Clio account, so you can be sure the intelligence you receive is both accurate and effortlessly accessible.

We specialize in providing litigation-grade intelligence, and now we deliver it directly into the heart of your practice management.

Our goal is to be your most trusted and efficient partner. The Clio for Co-Counsel integration is one more way we are working to provide the most seamless investigative experience in the industry.