JUSTE - HOW DOES IT WORK ON CLIO
Onboarding roadmap

Set up JUSTE and Clio in the right order.

Onboarding runs across two platforms. Do the steps in sequence and the whole thing takes minutes — this is the map, so nothing gets missed.

Order matters: connect the app in Clio first, activate your subscription and controls in JUSTE, then screen your first contact back in Clio.
Clio Manage Where you manage the client & matter
JUSTE Where AML is governed & executed
1
On Clio · Step 1

Fetch the tool

In Clio, open the App integrations screen and pull up JUSTE from the app directory.

2
On Clio · Step 2

Connect the tool

Accept the connection to add JUSTE as an app integration provider and grant the required access to screen contacts.

3
On JUSTE · Step 3
Admin → AML Team Lead

Activate the tool

Set up your subscription and hand governance to your AML Team Lead. This is the heart of onboarding — work through it in order.

  1. Select the subscription tier best suited to your firm (Starter, Standard, Scale or Enterprise).
  2. Sign up as Admin (or invite the better-suited person), verify your ID, add firm details, e-sign the SLA and pay for the first year via Stripe.
  3. Receive your access credentials. They're valid across the JUSTE web and mobile apps. Sign in on juste.ai for the admin console.
  4. Appoint the AMLTL (AML Team Lead) to manage the JUSTE tool day to day.
  5. Once onboarded, the AMLTL:
    • Activates the required controls
    • Places the required controls in scope
    • Adds team members using the tool (AML subscription only)
    • Adds or creates the firm's risk assessment report (report creation is included in every JUSTE tier)
    • Adds or creates the firm's risk policy from that assessment
    • Activates the risk policy as the governing OS
Good to know: Admin and AMLTL features live in juste.ai.
4
On Clio · Step 4

Screen a contact

Open a contact in Clio. From More actions (top right) choose JUSTE — Policy-Governed AML Screening → Create JUSTE Risk Report.

Screenshot: Clio contact — “More actions” → Create JUSTE Risk Report
5
On Clio · Step 5

Start risk screening

Click Create JUSTE Risk Report. The report appears in about two minutes in your contact's Documents in Clio.

Screenshot: Clio contact Documents — JUSTE Risk screening & Inspection reports listed
6
On JUSTE · Step 6

Create an inspection report

Add a valid ID for verification. After roughly two minutes, the risk screening is upgraded into an AML-compliant inspection report — the robust screening is now complemented by a valid ID document. For most clients under a Low Risk outcome, that's a complete, compliant SDD record.

That's onboarding done.

Your firm is connected, governed by your own risk policy, and screening contacts straight from Clio.

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