Clio Import Client Guide (ILS Online)
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.
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Technical
This section contains questions about software setup and integrations.
If you don’t find the answer to your question here, please email support@interactivelegal.com.
The Technical FAQs can be filtered by your version of InterActive LegalSuite using the “Legacy” and “Online” category buttons below.
How do I change my default web browser?
Default browser settings
How do I change where an assembled document will download to on my computer?
Changing default download settings for web browsers
What are the recommended web browsers for accessing ILS Online?
A list of recommended web browsers
How do I edit my name and/or email?
Accessing Profile Settings
How to Enable/Disable Multi-Factor Authentication (MFA)
Adjust MFA settings through ILS Online
How to reset your own password if you forgot it
Requesting a password reset through ILS Online
How to change your own password if you still know it
Changing your password through ILS Online
How do I move my assembled documents from ILS Cloud to my local computer?
Please see our quick training video.
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.
