Clio + Realaml Integrations, Built by an AI Agent
Put Clio + Realaml to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Clio and Realaml
See the kind of workflows teams build with Clio and Realaml below — describe the exact one you want above and the Agent builds it on demand.
Clio + Realaml
When a new matter is created in Clio, trigger an identity verification in Realaml.
See details
Provision CRM access for new identity users
When a new user is created in Realaml, automatically create or update a corresponding team contact in Clio with appropriate permissions.
See details
Assign identity security roles when deals are won
When a deal is marked won in Clio, automatically assign enhanced product or portal access roles to the client in Realaml.
See details
Log security events as CRM activity
When a security event is detected for an account in Realaml, automatically log an activity in Clio so account managers are aware of potential security alerts.
See details
Browse the full workflow library →
Looking to achieve something else with Clio and Realaml?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Clio and Realaml
Everything Clio and Realaml can do inside a workflow — the triggers that start one and the actions that run when it fires.
Clio Explore Clio →
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
TriggersTriggers when a new activity is created.
Triggers when a new bill is created.
Triggers when the state of a bill has changed.
Triggers when a new calendar entry is created.
Triggers when a new communication is created.
Triggers when a new contact is created.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Generate a document from a document template and attach it to a matter.
Realaml Explore Realaml →
Realaml is an anti-money laundering and customer identity verification service designed for real estate and financial firms.
TriggersTriggers when a Realaml check is created. Creation-billed checks wait for pricing; deferred-billing checks may report pending pricing.
Triggers when a Realaml e-sign document is completed.
Triggers when a Realaml e-sign document is created.
Triggers when a Realaml e-sign document is declined.
Triggers when a Realaml e-sign document expires.
Triggers when a Realaml e-sign document fails.
Create a Realaml e-sign document from a draft/template and send it.
Send a Realaml form for completion
Create and immediately run a Quick ID, PEP, or PEP company check.
Create and send a Realaml check for the customer to complete.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
MyCase
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
Other Security & Identity Tools apps on Knit
Explore more Security & Identity Tools integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
Acronis Cyber Protect Cloud
Acronis Cyber Protect Cloud provides integrated backup, disaster recovery, cybersecurity, and endpoint protection management software for service providers.
Bread & Butter
A website authentication and user identification tool that simplifies single sign-on access and collects visitor lead details.
Clerk
Clerk is an AI safety platform that detects, monitors, and moderates content to ensure compliance in artificial intelligence workflows.
Concord
Concord is a data privacy management platform that helps businesses manage user consent, handle privacy requests, and maintain compliance.
Cyber Aware
Cyber Aware is a cybersecurity training platform that offers automated phishing simulations and security awareness education for corporate employees.
Detectify
An automated web application security scanner that identifies vulnerabilities and assets across external digital attack surfaces.
Didit
Didit is an identity verification and digital authentication platform offering biometric checks, fraud prevention, and compliance solutions.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Clio + Realaml
Is there a pre-built Clio + Realaml automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clio and Realaml's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Clio or Realaml connector?
No. The Agent works whether or not Clio or Realaml already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Realaml and Clio improve sales team onboarding?
When a new employee account is provisioned in Realaml, Clio can automatically create or update the user contact profile and grant CRM access permissions.
Can identity security events alter CRM access?
Yes, if a security event occurs or a user is deactivated in Realaml, their CRM permissions in Clio can be revoked immediately to protect sensitive client data.