Key benefits for your firm
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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
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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.
Ready to improve your workflow with InterActive LegalSuite™ and Clio? Get Started
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Helpful resources
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Getting set up
To get set up, click here.
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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.
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Additional support
Email clio@interactivelegal.com.