How do I create a Client Catalog of my clients in ILS?
Please see our ILS Data Management Guide located in the Technical section of the Frequently Asked Questions.
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Frequently Asked Questions
Frequently Asked Questions (FAQs) describe several issues that subscribers might face. Choose a category to browse or search for answers to your questions.
If you don’t find the answer to your question in our FAQs, please choose from one of our other support options.
Clio Import Client Guide (ILS Legacy)
Because Clio Contacts/Matters can be customized in myriad ways, ILS has defined a process every user of Clio should follow if they are to import Contacts from Clio.
Clio Custom Fields Guide – Contacts
ILS will support only the defined Clio Contact Custom Fields defined within.
Clio Connection Guide
InterActive LegalSuite (ILS) connects to Clio via OAuth 2.0 and requires some setup before it can begin importing your clients to ILS.
No Practice Systems Available
You either logged in as a user who is not registered for Practice Systems, or you have not activated your new Product Codes.
Register a User
Go to System Management -> Register Users for Practice Systems.
Apply Product Codes
Go to System Management -> Apply Product Codes.
Here you can paste your product codes from the email you receive, and then hit OK to save the changes.
Add a User
Go to System Management -> Add, Update, or Remove Users. You want to make sure Add New User is marked, then create a username and password for the user in question.
Remove a User
Go to System Management -> Add, Update, or Remove Users. You want to make sure "Delete User" is marked, and click the username of whomever needs to be removed from the software, and then click OK to save the changes.
