Clio
Connect Legl to Clio Manage to run onboarding and business checks from Clio, file reports and documents to your Clio contacts, and add check costs to your matters.
By Ula1 author5 articles
- What is the Legl and Clio Manage integration?Run Legl onboarding and business checks from Clio Manage, and see results, documents and alerts back in Clio.
- How to set up the Clio Manage integrationConnect Legl to Clio Manage, connect each user's Clio account, and check the integration is working.
- How to set up disbursements for Clio ManageAdd the cost of each Legl check to a Clio matter as an expense, and test your disbursement settings.
- How to use Legl with Clio ManageStart KYC and business checks from a Clio contact, and see results, documents and alerts back in Clio.
- What to do if the Clio Manage integration is not workingFix common problems with the Legl and Clio Manage integration, including connection errors, missing fields, documents and disbursements.