
Key benefits for your firm
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Effortlessly Import Clio Contacts
Instantly search and import client data from Clio Matters into Realaml, eliminating manual entry and reducing errors. -
Seamlessly Verify Multiple Contacts
Auto-select matter contacts, smart-fill missing details, and verify multiple clients in one streamlined workflow. -
Automatically Sync AML/KYC Reports & Costs
AML/KYC verification reports sync to Clio in real-time, with costs automatically assigned to the correct matter for seamless billing.
How Realaml works with Clio
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Instantly Verify Matter Contacts & Automate AML/KYC
Import matter contacts from Clio, run AML/KYC verifications, and sync results back to the appropriate matters—all within a seamless workflow.
– Instantly search and import Clio matter contacts, eliminating manual data entry and reducing errors.
– Run AML/KYC verifications directly in Realaml, with results automatically stored in Clio for compliance tracking.
– Verification costs are automatically logged as disbursements in Clio, ensuring accurate billing and compliance.
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Helpful resources
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Getting set up
To get started, click here.
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Security and privacy policy
We are committed to protecting your privacy.
View Realaml’s privacy policy and terms and conditions.
View Clio’s privacy policy and terms of service.
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Additional support
For Support please visit:
https://intercom.help/realaml/en/collections/1872531-user-guidesFeel free to email at:
[email protected]NZ: +64 4 889 4788
AU: +61 423 321 383
CA: +1 226 741 0268