How do I move my assembled documents from ILS Cloud to my local computer?
Please see our quick training video.
Browsing Category
Legacy
These technical FAQs are associated with the ILS Legacy desktop application.
If you don’t find the answer to your question here, please email support@interactivelegal.com.
How do I move clients from one ILS installation to another?
Please see our ILS Data Management Guide which can be found in the Technical section of Frequently Asked Questions.
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.
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.
