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.
Contents
Connecting Legaler to Clio
Using Legaler with Clio
Importing Clio Contacts
Importing Clio Matters
More Information
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).
In the Legaler dashboard, click "Add Contacts".
In the options window, click "Import Contacts".
From the source options, click "Clio".
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.
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.