Key benefits for your firm
Contacting Mapping
Use InterActive LegalSuite™ logic to connect clients and related contacts (spouse, children, grandchildren, etc.) based on contact data in Clio Manage. The Clio - InterActive LegalSuite™ integration imports Custom Contact Fields that map data directly to known Client Interview fields, such as date of birth, gender, and citizenship.
Support
Complimentary technical support and detailed guides are available to help subscribers get connected to Clio’s API and begin importing Contacts.
Security
ILS connects to Clio via OAuth 2.0 protocol to keep client data safe and secure during import.
How InterActive LegalSuite™ works with Clio
The InterActive LegalSuite™ Clio Manage Integration gives subscribers the ability to quickly and easily create new clients in their InterActive LegalSuite™ document drafting system by importing their Clio Manage contacts.
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Getting set up
To get set up, click here.
Security and privacy
We are committed to protecting your privacy.
View InterActive Legal’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
Additional support
Email clio@interactivelegal.com.