How to automate with aiLegal from Clio?

  • 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.


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