Articles

Additional Resources

Account Settings

Accounts

• Bank Accounts and Transactions
• Trust Management

Activities

Billing

• Set Up and Settings
• Generate and Manage Bills
• Adjust Bills and Balances
• Send and Track Bills
• Bill Payments

Calendars

Clio Accounting

• Set Up and Settings
• Chart of Accounts
• Bookkeeping
• Reconciliation and Reporting

Clio Desktop App

Clio for Clients

Clio for Co-Counsel

Clio Grow

• Set Up and Settings
• Contacts and Matters
• Client Intake
• Appointments and Clio Scheduler
• Documents
• Communications
• Tasks and Checklists
• Strategy and Growth

Grow AI

Clio Draft

• Clio for Word Template Builder
• Get Started
• Clio Draft Matters and Contacts
• Clio Draft Template Library
• Draft Documents
• Clio Draft Template Builder for Word
• Clio Draft Questionnaires

Clio Manage AI Features

Clio File

Clio Work

• Get Started
• Account and Security
• Quick Start Videos
• Practice Area Guides
• Core Workflows
• Draft and Edit
• Clio Library
• Clio Docket
• Clio Work Standalone

Clio Grow Agenda

Communications

• Save Emails to Matters
• Send and Manage Emails
• Send Messages
• Communication Logs

Contacts

Custom Fields

Documents

e-Signatures

Get Started

Integrations

Legal Aid

Matters

• Set Up and Settings
• Create and Manage Matters
• Automated Workflows
• Personal Injury

Migrations

• Get Started
• Import Into Clio Grow
• Import Into Clio Manage
• Software Migration Guides

Mobile App

• Set Up and Settings
• Manage on Mobile
• Grow on Mobile

Notes

Payments

• Set Up and Settings
• Payment Methods
• Collect Payments
• Disputes and Refunds

Reports

Roles and Permissions

Security and Compliance

Tasks