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.






0 comments

Recent Posts

See All

Questions?

Subscribe for News, Updates, Promotions and More!

  • Facebook - Black Circle
  • Instagram - Black Circle
  • Twitter
  • LinkedIn

© 2020 aiLegal All rights reserved. Legal Notices