Clio

Through our integration with Clio, Legalinc enables you to import your
client’s contact details directly from Clio
into your Legalinc dashboard
with just a single click.

From there, each imported company can be separately subscribed to our suite of services such as registered agent service, compliance notifications, foreign qualifications, or EIN acquisition, among others.

Integration Features:

  • Sync all of your client’s data from your Clio account directly to your Legalinc account to avoid any duplicate data entry of your entity data.
  • Set up your brand, your way with our branding settings allowing all communication to be white labeled.
    • You choose who receives notifications: you, your client, or both.
  • With just a few clicks:
    • Decide which companies to subscribe to Legalinc’s annual compliance reminders.
    • Decide which companies to subscribe to our Registered Agent service which provides you and your client digital notification of all state correspondence.
    • File an annual report on your client’s behalf.
Get your Clio integration set up today.

If you would like to set up your integration now, get the instructions by
clicking below. You’ll need an account before you set up the integration
so if you don’t already have one, you can create one below as well.