Notaron
Early access

Notarize a Clio document without leaving the matter.

Open a document in Clio, click Notarize with Notaron, and the request is already filled in — matter, client, and the file itself. A commissioned notary verifies the signer on recorded video, 24/7. The sealed PDF files itself back to the matter and the fee posts as a billable disbursement. Nothing to download, re-upload, email back, or re-key.

Connect Clio from your dashboardNotarize now — $25

Built and self-serve. Still being proven with live firms.

In one line

Click an action on a Clio document. Confirm the signer. The notarized PDF comes back to the matter on its own, with the cost posted as a disbursement you can bill.

$25 a session. No subscription, no per-seat fee, nothing to pay for connecting.

What the connection does today.

6 things, all of them shipped. This is the whole of it — nothing else is waiting behind a flag.

Start from the document, not from a form

Connecting adds a “Notarize with Notaron” action to your Clio documents. Click it and a request opens with the matter, its number, and the client's name, email and phone already filled in — read from the record you clicked, at the moment you clicked it.

The document comes with it

The file you launched from is fetched out of Clio and attached for you. No downloading it to your desktop, no hunting for it in Finder, no uploading it back. The one step that made every other notarization workflow feel like data entry is gone.

The notarized PDF files itself back

When the session finishes, the sealed document is filed into the same matter as “Original Filename - Notarized.pdf”, alongside the original. Nobody emails it to anyone. Nobody re-files it. It is already where your next search for it will look.

The fee lands as a billable disbursement

The notarization cost is posted to the matter as a hard cost, unbilled and ready for the next invoice. This is the part most notarization tools leave you to re-key: the money the firm spent, already sitting in Clio as something to bill on.

Authorize once, from Clio's own screen

A standard OAuth authorization against your Clio region's server — US, Canada, EU and Australia each addressed at their own host. Notaron never sees, asks for or stores your Clio password, and access tokens refresh themselves so a firm authorizes once rather than every few hours.

Revoke from either side

Disconnect from Notaron and the stored tokens are deleted. Revoke from inside Clio instead and Clio's deauthorization callback deletes them here too — there is no state left behind that only we can clear.

And what it does not.

The 4 things people most often assume an integration means. None of them is built yet, so none of them is implied anywhere above.

  • Launching from a MATTER does not offer a document picker yet — it opens an empty request and asks you to choose a file. Launch from the document itself for the hands-off version.
  • No note appears on the matter's timeline. Notaron does write one on request and on completion, but Clio is currently refusing them, so treat the filed document and the posted disbursement as the record until this page says otherwise.
  • No time entry, task or calendar entry is created, and nothing about the matter itself or your contacts is modified.
  • Notaron is not in the Clio App Directory yet, so you connect from your Notaron dashboard rather than installing from inside Clio.

If filing the finished PDF back to the matter is what you need, tell us — what firms ask for is what gets built next. In the meantime the REST API and webhooks are available today and can do this from your own side.

How a firm connects.

Connect from your Notaron dashboard

Sign in to Notaron, open Integrations, and choose Connect to Clio. Each Clio user connects their own account — Clio scopes the action per user, so a colleague who wants the button in their Clio connects from their own Notaron login.

Authorize in Clio

You are sent to Clio's own authorization screen, signed in as yourself. It lists the permissions the application asks for; approving returns you to Notaron with the account connected.

Confirm the linked user

Notaron reads back which Clio user the authorization belongs to and shows it on the integration screen, so a firm can see at a glance whose authorization is in place.

Click the action on any document

Open a document in Clio and choose “Notarize with Notaron”. The request opens with the matter, the client and the file already attached — you confirm the signer and send it.

Collect the result from the matter

Identity verification, a recorded video session with a commissioned notary, and a sealed PDF — then the notarized document appears in the same Clio matter and the fee posts as an unbilled disbursement. There is no step here for you.

What firms bring us.

Whether a document is eligible for remote notarization depends on the document and on the signer's state. The flow checks both before anyone pays.

  • Affidavits and sworn statements
  • Powers of attorney
  • Estate planning documents and trusts
  • Real estate and property documents
  • Litigation verifications and declarations
  • Settlement and release agreements
  • Parental consent and travel forms
  • Documents being prepared for apostille or international use

More on how firms use Notaron — audit trails, retention, and per-matter billing — on the law firms page.

Questions.

Is this a Clio-approved app?

No. Notaron is independent and is not affiliated with, endorsed by or certified by Themis Solutions Inc. The connection uses Clio's public OAuth endpoints, which any developer can build against.

What permissions will the authorization screen ask for?

Read and write on matters, documents and activities; read on contacts and your user list; and permission for a "Notarize with Notaron" action. Each one maps to a step you can see: documents to bring the file in and file the notarized one back, matters and contacts to fill in the request, activities to post the fee as a disbursement. Clio's "Activities" permission is what expense entries live under — it is NOT your billing. Notaron cannot read your bills, your accounting, your calendars, your tasks or your communications, and does not ask for them. Permissions are requested up front because Clio fixes them at the moment you authorize, so adding one later would mean asking your whole firm to reconnect.

What does Notaron actually read from my Clio account?

When you click the action: the record you clicked, the matter it belongs to and its number, the client's name, email and phone, and the document file itself. That is it. Nothing is read on a schedule or in the background — only in response to a click you made, on the record you clicked. Write access is used for four things and no others: creating (and removing) the "Notarize with Notaron" action in your Clio, filing the notarized PDF into the matter you launched from, posting the fee to that matter as a hard cost, and writing a note to its timeline — that last one is being refused by Clio at the moment, so you will not see it yet. Nothing else is written or modified: not your bills, not your time entries, not your tasks or calendar, not the matter's own fields, and not your contacts.

Where are the tokens kept?

Server-side, against the connected account, and never in the browser. Disconnecting from Notaron or revoking from Clio deletes them.

Can I use Notaron without connecting Clio at all?

Yes, and most firms do. Nothing about the notarization requires the connector — it can be done from the website today, for the same price.

What does it cost?

There is no charge for connecting, no subscription and no per-seat fee — you pay when a notarization completes and not otherwise. Sessions are $25 for one signer and one notarization, with additional signers, seals and witnesses priced per item. Because the fee posts to the matter as a disbursement, it is a cost the firm can pass through rather than absorb.

Who pays — the firm or the client?

Your choice, per request. A firm can pay on its own card on file and rebill the client from the disbursement posted to the matter, or send the signer to pay directly before the session. The billing entry in Clio is only created when the firm paid, because a firm that paid nothing has nothing to pass on.

Will the notarized document be accepted by the court or county we file with?

That is the receiving party's decision, and it is worth confirming with them before the session. What Notaron guarantees is the act itself: a commissioned notary, identity verification, a recorded session, and a tamper-evident sealed PDF with its audit trail.

Clio is a trademark of Themis Solutions Inc. Notaron is independent and is not affiliated with, endorsed by or certified by Themis Solutions Inc.

Want it on
for your firm?

Connect it yourself from Integrations in your Notaron dashboard — there is nothing to request and nothing for us to switch on. Each Clio user connects their own account.

Go to Integrations

Questions first? Or Notarize a document now — no account needed to start.

Demo