Welcome to OnBoardNow for Clio

Connect your Clio Manage account to start launching onboarding workflows directly from your Matters and Contacts.

Once connected, OnBoardNow can help you:

• Send client onboarding forms and interviews & AML/KYC and compliance workflows
• Collect documents and identity information securely into your Clio matter
• Automatically write key information & return documents back into Clio

During setup, we may create:

• Clio Custom Actions (buttons within Matters and Contacts)
• Setup secure links between your Clio firm and OnBoardNow

No existing matter or client data will be modified unless initiated by your firm.

Click Connect to Clio below to begin securely authorising your Clio account.