Alt Legal’s intellectual property software is fully integrated with Clio. Alt Legal's integration with Clio streamlines the preparation, management, and billing of IP matters, so you can focus on the substantive work. You can manage contacts, generate USPTO filings, calendar IP deadlines, and create bills with just a few clicks.
Connecting Alt Legal to Clio
Using Alt Legal with Clio
Creating Docketing Calendar Entries in Clio
Creating Contacts in Clio through Alt Legal
Creating Matters in Clio through Alt Legal
Creating Billing Entries in Clio through Alt Legal
Once you’ve signed up and logged into Alt Legal, click the "Account" link at the top of your Alt Legal dashboard and then select the "Clio" tab. Next, click "Connect to Clio" to sync your Alt Legal account with Clio. You’ll be able to customize what is synced after you have connected your Clio account.
Ensure that pop-ups are enabled for Alt Legal’s website; then, in the "Connect with Clio" pop-up, click the green "Yes, Let's Connect" button.
Once you have authorized the connection between Alt Legal and Clio, you can choose what you would like to sync from Alt Legal to Clio. You can select from docketing deadlines, Contacts, Matters, and billing entries.
You can find these options by going to the "Clio" tab in your Alt Legal account. Select the areas that you would like to sync then click the "Save changes and sync" button. Be sure to read and follow any instructions listed on this screen.
Once you've created an Alt Legal calendar in Clio and selected "Sync docketing deadlines" from your account settings in Alt Legal, calendar entries will be populated automatically. Please note that the "Alt Legal" calendar will be erased each day and updated with the latest status of your Matters daily.
Once you've synced your Clio contacts from your Alt Legal account page, you can send an intake form to any of your Clio contacts directly from Alt Legal.
If you add a new Contact in Alt Legal, Alt Legal will automatically create this Contact in your Clio account.
Once you've enabled creating Matters in Clio from Alt Legal, you will have to enter in a Matter description when preparing an intake form to send a client. Alt Legal will then automatically create a new Matter for that Contact in Clio.
When preparing an intake, enter in a billing description and the amount to charge. Alt Legal will automatically create a new entry ready for billing in Clio with this information.