Step 1: Log in Clio and then click "Matters" in the left side bar.
Step 2： Click "Automate with aiLegal" from the drop down selection of selected matter.
Step 3: You'll be directed to aiLegal portal for automation. Please make sure that you also sign in aiLegal platform as well. Relevant matter information will display in your aiLegal platform.
Step 4: Generated documents, signed and unsigned, are automatically sent by aiLegal to Clio for storage under documents folder of relevant matters.