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Walkthrough: verify a client from Clio

For law firms: how the StackGo and Clio integration verifies a client's identity, step by step: choose IdentityCheck Verification on the contact; on the client’s phone, in a few minutes; the result lands on the Clio contact; the result and the full report in StackGo.
  1. 0:00Start the check in Clio
  2. 0:14The client verifies on their phone
  3. 0:34The result comes back

How a client ID check works with Clio

  1. Choose IdentityCheck Verification on the contactOpen the client’s contact, choose More Actions, then IdentityCheck Verification.
  2. On the client’s phone, in a few minutesEverything happens on the client’s own phone, from the email StackGo sends. For an AML check, your compliance form usually comes first.
  3. The result lands on the Clio contactWhen the client passes, the result lands on the contact your team already works in.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Clio integration page.

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