Key benefits of Legl + Clio

Onboard clients faster

Launch onboarding and client due diligence workflows directly from Clio matters. Give your clients a firm-branded, digital experience that reduces onboarding time for your client and for your firm.

Stay compliant throughout the client lifecycle

Track risk status in real-time, surface ongoing monitoring alerts in Clio, and maintain a complete audit trail, enabling you to manage client risk holistically, all within Clio.

Deliver a modern client experience

Give clients a smooth, digital-first onboarding journey with firm-branded, mobile-friendly workflows —so they can start working with you any time, from anywhere.

With Legl + Clio, you can:

How it works

  • 1
    Log in with Clio Identity – no extra credentials needed
  • 2
    Auto-update contact details – no manual data entry needed
  • 3
    Initiate onboarding from within Clio - Legl pre-populates the workflows
  • 4
    Conduct due diligence in Legl - clients complete checks digitally
  • 5
    See risk outcomes in Clio  - including monitoring status and due diligence outcomes
  • 6
    Store documents back in Clio - your risk reports live where your matters do
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Why firms love this integration

Save time and reduce manual effort

Reduce compliance risk with ongoing monitoring

Get paid faster with smoother onboarding

Empower your team to focus on high-value work

Deliver a modern, branded experience your clients will love

"We have found the use of Legl has greatly improved our onboarding process, allowing clients to quickly complete identification requirements, therefore increasing the speed at which work can be started on client matters"
Juliet Burtrand, Sr Associate, Head of Compliance
Atwells solicitors

Helpful resources

Existing Clio users

Visit the Clio app directory for more information

Existing Legl users

Visit the Legl help centre for further information and to get started

Security and privacy

View Clio’s privacy policy and terms of service.
View Legl's privacy policy and terms of service.

About Clio

Clio is transforming the legal experience for all by creating the world’s leading cloud-based technologies for law firms—to keep lawyers and their clients better connected throughout the legal process. Firms of all sizes and practice areas use Clio products—Clio Manage, Clio Grow—to manage firm operations, streamline billing and payments, automate legal documents, and improve client experiences.

Visit Clio

Ready to see the integration live?

Let us show you how Legl + Clio can transform your compliance and onboarding workflows.

Book a personalised demo
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Their approach wasn't just about providing a solution; it was about understanding and evolving with us — they weren’t just providers; they were problem solvers, eager to understand our unique challenges and actually work with us to solve them
Matthew Hoe
,
Director of Risk and Compliance
Taylor Rose MW
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60% of all client due diligence information requests are returned within a single day. This allows fee earners to get started on their matters faster, aligning the needs of both the compliance team and the fee earners they support, and encouraging adoption of the technology. Naturally there was a change management process going from having no firm-wide approach to client due diligence, to introducing a technological solution to facilitate it, but the change management process with Legl was a “seamless” one.
Shan Tsai
,
Product Manager
Simons Muirhead and Burton
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Legl understands the problems facing law. It’s why, when I first looked at the platform, I knew exactly what it was and what it could do for our firm. The fact it continues to do more of what we need with each passing year is a testament to how you get innovation right!
Glyn Morris
,
Projects Partner
Higgs LLP
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We have found that using Legl has greatly improved our onboarding process. It allows our clients to quickly complete identification requirements, increasing the speed at which work can be started on our client matters.
Juliet Burtrand
,
Head of Compliance
Attwells
Read case study
During the 18 months that we have partnered with Legl we have seen significant improvements to our client onboarding process. 50% of our due diligence request are now completed within 24 hours of being sent meaning we can begin working on client matters much faster whilst also giving new clients a smooth onboarding experience
Shivani Patel
,
Compliance supervisor
gunnercooke llp
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