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Additional ResourcesGuides, training, and support
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Account SettingsManage firm and user settings
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AccountsSet up and manage operating and trust accounts, record and transfer funds, and handle trust requests to keep firm and client finances accurate in Clio Manage.
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ActivitiesTime entries, expenses, and rates
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Appointments and Clio SchedulerSchedule and manage appointments
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BillingBill clients, collect payment, and adjust balances in Clio Manage.
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CalendarsManage and maintain calendars and events
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Clio Accounting
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Clio Desktop AppSync files from your desktop
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Clio for ClientsSecure client communications through portal access
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Clio for Co-Counsel
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Clio Grow
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Grow AIAI-powered tools to help your firm capture, screen, and convert leads.
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Clio Draft
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Clio Manage AI Features
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Clio File
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Clio WorkAI-powered legal research, analysis, and case strategy
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Clio Grow Agenda
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CommunicationsSend, receive, and manage texts, emails, and internal messages
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Contacts
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Custom Fields
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DocumentsPrepare, fill, and manage your documents
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e-Signatures
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Get StartedSet up and navigate Clio
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Integrations
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Intake Forms
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Legal AidLegal aid matter management
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MattersCreate, edit, and manage your matters
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Migrations
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Mobile App
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https://www.clio.com/resources/quick-start-sessions/
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Live Training Sessions
Learn Clio faster with live, interactive training. Get the essential skills to manage your practice efficiently—whether you're just starting or refining your workflow.
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https://community.clio.com/?utm_source=help-center&utm_medium=home-link
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Customer Community
Connect with fellow Clio users, get answers to your questions, and stay informed about new features and pilot programs.
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https://www.clio.com/resources/clio-academy/
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Clio Certification
Build expertise in legal practice management with courses designed to enhance your skills, improve efficiency, and deepen your understanding of Clio.