How to Integrate Clio with Realaml & Run KYC/CDD Verifications

🎥 Watch this quick video

See how to integrate Clio with Realaml and run KYC/CDD verifications in just a few minutes.

Step 1: Create a Realaml Account (For New Users)

If you’re new to Realaml, follow these steps to create an account before connecting Clio:

Go to Realaml Sign-Up Page.
Enter your email and trading name.
Verify your email and log in to your new account.

✅ Your Realaml account is now set up!

Step 2: Connect Clio to Realaml

Log in to your Realaml account.
Navigate to the Integrations tab.
Click Connect next to Clio.
Enter your Clio login credentials and complete the connection.

✅ You're now connected!

Step 3: Run a KYC/CDD Verification

Go to the Run Checks tab in Realaml.
Select your preferred verification type.
Use the Clio search field to find a Matter using the Matter Number or Matter Description.
Select the Matter—Matter Contacts will automatically import.
Review the pre-filled contact details, ensuring all required fields (e.g., Date of Birth) are complete.
Check the Consent box and click Run Check.

Step 4: Verify Additional Clients

To verify multiple clients under the same Matter, simply repeat Step 3 for each additional client.

Step 5: Accessing Verification Reports in Clio

Once verifications are complete, access your reports directly in Clio:

Open Clio and navigate to the relevant Matter.
Click on Documents—your Realaml verification PDFs will be stored here.

Go to Activities to view verification costs associated with the Matter.

Download the integration workflow diagram below.

Need Assistance?

📩 Email us at support@realaml.com

By integrating Clio with Realaml, you can efficiently manage KYC/CDD verifications, saving time while ensuring compliance. If you need any help, don't hesitate to reach out!