Faster onboarding and AML workflows  with Legl + Clio

Use Clio and Legl together to streamline client onboarding and AML workflows, and monitor risk in one seamless experience.  Onboard clients faster, reduce risk and give clients a better experience – making compliance a competitive advantage for your firm.

Visit Clio
Watch Video

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.

Key benefits of Clio

Automate onboarding and AML checks

Launch KYC and KYB workflows directly from Clio, with pre-filled client data and seamless document syncing, so you can onboard faster and reduce admin.

Stay compliant throughout the client lifecycle

Track risk status in real-time, surface ongoing monitoring alerts in Clio, and maintain a complete audit trail, all while meeting evolving regulatory requirements.

Deliver a modern client experience

Give clients a smooth, digital-first onboarding journey with branded, mobile-friendly workflows—no portals, no paper, no friction.

With Legl + Clio, you can:

  • Launch AML checks directly from Clio matters, pre-filled and ready to go
  • Automatically update contact data between both systems with zero rekeying
  • Get alerts for ongoing risk changes right inside Clio
  • Automatically upload compliance documents and audit trails to Clio
  • See real-time risk status at a glance, alongside your matter records

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
Book a demo
Legl and Actionstep integration overview

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 that using Legl has greatly improved our onboardingprocess. It allows our clients to quickly complete identificationrequirements, increasing the speed at which work can be started on ourclient matters.
Juliet Burtrand, Head of Compliance
Atwells

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.

Ready to see the integration live?

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

Book a demo now
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Preferences
DenyAccept
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
Read case study
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
Read case study
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
Read case study
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
Read case study