Upload Notices to CampLegal
How to upload a notice and run CampLegal automation through ClerqLegal — and optionally send client emails along the way.
Before you start
- Install Clerq's Chrome extension (see Step 1).
- Be logged in to your CampLegal account in the same browser.
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Set up the Clerq extension and sign in
Add the ClerqLegal Automation Engine extension to Chrome: ClerqLegal Automation Engine on the Chrome Web Store. Then make sure you are signed in to CampLegal in the same browser before you upload.
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Upload your document
In the sidebar, open Upload Documents. Drop your notice PDF onto the upload area or click to browse. PDF only · max 500 MB per file · up to 20 files.
Upload Documents — drop a PDF or click to upload. -
Start processing
Click Start processing and wait while ClerqLegal reads every page. You can watch the progress for each document.
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Start the CampLegal automation
Open Notices → Unprocessed Notices. Your notice appears with the status Awaiting Upload. Once it has connected to CampLegal, click Start CampLegal Automation.
Unprocessed Notices (CampLegal) — click Start CampLegal Automation. -
Resolve "Needs Attention" (if it appears)
If a notice shows Needs Attention, click the person's name, select the right contact and matter, then click Start CampLegal Automation again.
Event Details — review the matched client and matter, or click Change Contact to fix a wrong match.
Optional — Send emails through ClerqLegal
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Generate and send the emails
Click Send Emails, choose the contacts and languages you want, then click Generate All Emails. Review the drafts, then click Send Selected Emails — or click Skip to handle a client manually.
Important
Notices only disappear from Pending Notices once you either send the email or skip it.