Legaler

Legaler helps lawyers and clients all over the world make online meetings simple and secure. By integrating Legaler with Clio, lawyers can instantly create online meetings with their Clio clients and meet face-to-face right inside their browser.

Features include:

  • Screen sharing
  • File sharing
  • Messaging
  • Meeting notes and agendas saved to Matters

No calendar invites or downloads required.

Legaler is currently in a beta release with many features available for free. To view the features that are currently available in their free and premium plans, visit home.legaler.com.

Contents

Connecting Legaler to Clio
Using Legaler with Clio
     Importing Clio Contacts
     Importing Clio Matters
More Information

Connecting Legaler to Clio

Once you have created a Legaler account, log in then click on your profile at the top right of the screen. From the dropdown list, click "Settings".

On the Profile Details screen, click on the "Integrations" tab.

Below the Clio icon, select your region (North America or Europe), then click the "Connect" button.

You will now be prompted to authorize the connection to Clio.

On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).

Using Legaler with Clio

Importing Clio Contacts

In the Legaler dashboard, click "Add Contacts".

In the options window, click "Import Contacts".

From the source options, click "Clio".

 

Importing Clio Matters

To import Clio Matters into Legaler, click on the "Matters" tab at the left of the screen, then click on the "Import from Clio" button. 

 

More Information

For more information about using Legaler and Clio together, see Legaler's blog post, "Meet Smarter with Legaler and Clio".

If you require any assistance connecting Legaler to Clio, contact the Legaler support team by emailing support@legaler.com.