Clio for immigration firms

Clio runs the practice. CaseTracker watches USCIS.

Clio is general practice management for every area of law: billing, calendars, documents and trust accounting. It isn't built around USCIS receipt numbers. CaseTracker is, and it fits next to Clio without replacing anything.

  • Keep Clio for billing, calendar and documents
  • Add daily USCIS checks for every receipt
  • Alerts to your team by WhatsApp or email
  • Priced by active cases, not per user
Start free trial

14 days · up to 20 cases · no card needed

Status changes · today
Team alerted
IOE0912345678I-485
Case Is Being Actively Reviewed By USCISInterview Was Scheduled
WAC2390771204I-765
Case Was ReceivedCase Was Approved
EAC2490118822I-140
Case Was ReceivedRequest for Additional Evidence Was Sent
The immigration gap

General practice software doesn't speak USCIS.

Matters, not receipts

Clio organizes work by matter. An immigration matter can have several USCIS receipts, each moving on its own clock.

Status lives elsewhere

Unless something checks USCIS for you, case status ends up in notes, spreadsheets or someone's memory.

Deadlines start at USCIS

An RFE or interview notice starts a clock. Finding out late leaves less time to prepare.

How it works

Adding USCIS tracking to a Clio practice

  1. 01

    List your receipts

    Export or copy receipt numbers with client names into a spreadsheet and upload it.

  2. 02

    Set up alerts

    Each person picks which USCIS events they want and whether to get them on WhatsApp, email or both.

  3. 03

    Log the work in Clio

    When an alert comes in, handle it in Clio as usual: time, tasks, documents and billing.

What you get

The immigration-specific part, handled

Receipt-number tracking

Any USCIS receipt, from I-130s to N-400s, checked daily.

Event types that matter

RFEs, notices of intent, appointments, approvals, denials and returned mail.

WhatsApp alerts

For teams that live on their phones, on the Office plan and above.

Shared dashboard

Every receipt in one list, with changed cases on top.

History

Every status change with dates, for answering client questions.

Client reminders, if you want them

Set up scheduled WhatsApp reminders for a client's case, only when your firm chooses to.

Side by side

What each tool is for

Most immigration firms on Clio would use both. See Clio's site for its current plans.

ClioCaseTracker
Built forAll practice areasImmigration firms tracking USCIS cases
Billing and trust accountingYesNo
Calendar and documentsYesNo
Daily USCIS status checksNot a built-in focusYes
Alerts on USCIS changesNot a built-in focusWhatsApp and email, per person
Pricing modelPer user (see Clio)By active cases, from $100 a month
Deciding

Do immigration firms need to leave Clio?

Usually, no

Clio is strong at the business side of a law practice. Leaving it to get USCIS tracking would mean giving up billing, trust accounting and calendaring that already work.

What's missing for immigration

The gap is USCIS itself: following each receipt number, noticing when its status changes and telling the person handling it. That's a narrow, repetitive job, and exactly the one CaseTracker automates.

The setup most firms choose

Clio stays the system of record for clients, time and money. CaseTracker holds the receipt numbers, checks USCIS daily and alerts the team. There's no integration to maintain; you import receipts once and add new ones as you file.

FAQ

Questions firms ask us

Is CaseTracker a replacement for Clio?+

No. Clio is general practice management. CaseTracker only handles USCIS case tracking and alerts. Immigration firms typically keep Clio and add CaseTracker.

Does CaseTracker integrate with Clio?+

Not directly. You import receipt numbers from a spreadsheet, and can export CaseTracker data as CSV.

How is CaseTracker priced compared with Clio?+

CaseTracker is priced by active cases: $100 a month for up to 120 and $150 for up to 400, with team seats included. Clio's pricing is on its own site.

Do our clients get messages?+

Status alerts go to your team only. A client gets a message only if your firm sets up a scheduled reminder for their case.

Can we try it before paying?+

Yes. Every account starts with a 14-day free trial for up to 20 cases, no credit card needed. Plans after that are $100 a month for up to 120 active cases and $150 a month for up to 400, with custom pricing above that.

Keep Clio. Add the USCIS part.

Import your receipts and get your first daily check, without changing how you bill or schedule.