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.

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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

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 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

Atwells