Objective:
- Integrate Clio with Alt Legal
- Alt Legal
- 3rd party App
- Manage contacts
- Generate USPTO filings
- Calendar IP deadlines
- Bill IP Matters
Environment:
- Clio Manage
- Clio App Directory
Additional Information:
- For further information on how to set up an Alt Legal, please take the following steps:
- From Alt Legal:
- From your Clio Account:
- Go to Settings
- Apps
- Locate Alt Legal
- Press Add Application
Procedure:
- Log into your Alt Legal Account
- Click Account
- Select Clio
- Press Connect To Clio
- Press "Yes, Let's Connect" button on the popup
- Select the information you would like to sync (Docketing Deadlines, Contacts, Matters, and Billing Entries)
- Press Save Changes and Sync