Covid-19 has made the Bizibody team even more determined to bring Clio to ALL small law firms, and to ensure that existing clients use the Clio solution to its fullest potential. Please continue reading below to find an informative update that we have prepared for you.
Click Here To Request A Complimentary Consulting SessionOne of Clio‘s standout features is the ability to integrate with third party systems. The most widely used integration is the Clio – Xero integration, along with cloud-based document repositories such as Microsoft OneDrive, Google Drive and Dropbox. Below you will find four additional Clio integrations for your consideration.
ALEXX Anti-Money Laundering App from Bizibody Technology
ALEXX Anti-Money Laundering (AML) is our low-cost app that helps small law firms undertake AML searches on persons and entities (including Politically Exposed persons, Sanctions and Adverse Media searches) and maintain compliance with mandatory Know Your Client (KYC) due diligence obligations.
The ALEXX AML app searches against the Acuris Risk Intelligence database and enables lawyers to cost-effectively discharge their KYC due diligence obligations.
As a reminder, lawyers are obliged under the Law Society’s Anti-Money Laundering rules to undertake due diligence searches and prescribed KYC steps to ensure their services are not being used to further money laundering and terrorist financing.
Microsoft Teams is used by more than 75 million people on a daily basis. Clio for Microsoft Teams enables users to create a new “Team” when creating or editing a matter in Clio, and access them from the matter dashboard.
The most popular Microsoft Teams features include chat, video conferencing, screen sharing, collaboration, and file sharing.
The Electronic Transactions Act provides for the legal recognition and use of electronic signatures in place of wet signatures, apart from transactions such as Wills, Powers of Attorneys, and Transfers of Real Property.
CLIO users enjoy ten complimentary HelloSign signatures per month*. The ten e-Signature requests per user can be pooled across the firm, meaning accounts with two users share twenty e-Signature requests per month, accounts with three users share thirty e-Signature requests per month, and so on. *Clio Boutique Package
The Clio Manage plugin for Microsoft Outlook is a “must have” integration for all firms who wish to transition to a paper-lite practice.
31 August 2020
Catch a preview of ALEXX AML at the Law Society’s Annual Anti Money Laundering Webinar being held on Monday, Aug 31 2020 from 2:30 pm – 5:15 pm.
28 September – 2 October
Join this fully virtual event featuring over twenty hours of content from twenty different countries across 5 days on all things law and technology!
13 – 16 October 2020
ClioCon is the best legal technology conference of the year and attracts leaders from across the legal and technology industries who want to learn and innovate.
