InterActive LegalSuite™ is an Estate Planning and Elder Law Planning document drafting system; with automated interviews providing options and on-screen guidance from client intake to the assembled document. Attorneys develop plans tailored to each client’s unique circumstances in the context of current federal and state laws.
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.
• 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.
• Complimentary technical support and detailed guides are available to help subscribers get connected to Clio’s API and begin importing Contacts.
• ILS connects to Clio via OAuth 2.0 protocol to keep client data safe and secure during import.