KCS - How do I Integrate Clio with Alt Legal?

Objective:

  • Integrate Clio with Alt Legal
  • Alt Legal
  • 3rd party App
  • Manage contacts
  • Generate USPTO filings
  • Calendar IP deadlines
  • Bill IP Matters

Environment:

Additional Information:

  1. For further information on how to set up an Alt Legal, please take the following steps:
  • From Alt Legal:
  1. Go to: https://www.altlegal.com/?utm=clio 
  • From your Clio Account:
  1. Go to Settings
  2. Apps
  3. Locate Alt Legal
  4. Press Add Application

Procedure:

  1. Log into your Alt Legal Account
  2. Click Account
  3. Select Clio
  4. Press Connect To Clio
  5. Press "Yes, Let's Connect" button on the popup
  6. Select the information you would like to sync (Docketing Deadlines, Contacts, Matters, and Billing Entries)
  7. Press Save Changes and Sync

 

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