AgileLaw allows attorneys to conduct depositions with nothing but a laptop and tablet, replacing paper exhibits with electronic exhibits. By connecting your Clio account to AgileLaw, you can import deposition exhibits from Clio into AgileLaw automatically (without having to export them first).
To request a demonstration of AgileLaw, click HERE.
For AgileLaw pricing, click HERE for a quote.
Once you have signed up for an AgileLaw account and have logged in, click on the "Settings" menu at the top and then click "Integration" on the left. On the Integrations page, click "Connect" next to the Clio logo.
* If you are not already logged into your Clio account, you will be prompted to log in before you can connect.
Once you have connected your Clio account to AgileLaw, you will see a "Clio" button when you are adding documents for a case.
Click on the "Add Documents" button when viewing your case or deposition.
Click on the "Clio" button on the Add Documents screen.
On the Import from Clio screen:
- Select the Clio case matter that your documents are stored in
- Enter any filters, such as the name of the document, its category, or when it was last updated in Clio
- Click Search
You will then see a list of Clio documents that match your query:
- Check the documents you want imported from Clio into AgileLaw
- Click Import Documents
When the documents have all been imported from Clio, you will receive an email confirmation.
If you would like more information on how to work with AgileLaw, please see the AgileLaw support site by clicking HERE.