Through our integration with Clio, Legalinc lets you import your client’s data directly from Clio into your Legalinc dashboard with just a single click. No hassle, no duplicate entries. From there, each imported company can be separately subscribed to our suite of services such as registered agent service, compliance notifications, foreign qualifications, or EIN acquisition, among others.

Key Features

  • Integration Features:
    • Copy all of your client’s data from your Clio account directly to your Legalinc account to avoid any duplicate data entry of your entity data.
    • Set up your brand, your way with branding settings that allow all communication to be white labeled.
    • You choose who receives notifications: you, your client, or both.

    With just a few clicks:
    • Decide which companies to subscribe to Legalinc’s annual compliance reminders.
    • Decide which companies to subscribe to our Registered Agent service, which provides you and your client digital notification of all state correspondence.
    • File an annual report on your client's behalf.