Get Started: Learn the Basics of Clio Manage

Clio's set of products and features is your comprehensive and powerful solution to all your practice management needs. This curated checklist will help you get started quickly in Clio Manage.

Set up your Clio Manage account

In this checklist, you will be setting up your account with all the necessary information to make Clio Manage work for you. Take the time to set up your account with the information it needs in order to reduce repetitive actions and reduce the risk of entering incorrect information or data.

• Update your firm name and address
• Manage licences and add users to your account
• Set an hourly billing rate for each user
• Set up online payments
• Create operating and client funds accounts, then connect them to online payments

Depending on the way your firm works, communicates, and organises, you may also benefit from setting up the following.

• Sync your Clio calendars with your preferred calendar application.
  • Google
  • Microsoft
  • Other
• Connect your email to Clio to easily organise and file important email communications to Clio Manage.
  • Outlook Add-in
  • Gmail Add-on
• Download the Clio mobile app to access your information on the go
• Add a payment link or Pay Now button to your website to simplify the payment process.

Create a contact and matter

Now that you have set up your Clio Manage workspace with the most important facets, you are ready to start recording your client and matter details.

• Create a contact
• Create a matter
• Create a matter template to reduce repetitive work and errors and increase consistency.
• Create a custom field for contacts and/or matters
• Customise a contact
  • Add custom fields to a specific contact
  • Set a custom rate for a specific contact
  • Create a payment profile and apply it to a specific contact
  • Request and save client (contact) payment information
• Customise a matter
  • Add custom fields to a specific matter
  • Set a custom rate and budget for a specific matter
  • Create a client portal to communicate with your client about their matter

Track time and expenses

The following topics will help you to accurately record the time spent on various activities (billable and non-billable), track matter expenses, and quickly create and send bills to clients.

• Track time spent working on a matter with a time entry
• Track expenses related to a matter with an expense entry
• Create time and expense entry types (called "categories" in Clio Manage) with unique rates to use for common activities and expenses
• Track time and expenses on the go via Clio's mobile app
• Use the easily-accessible timer in the web app or in the mobile app to track time

Bill and get paid

Now that you know how to track your time and expenses, you can learn how to generate and send out bills.

• Generate and send a bill to your client
• Generate and send client fund requests
• Record a payment
• Use secure payment links or QR codes so that clients can pay online (if you use Clio Payments)

Increase efficiency

When you are comfortable with the basic of Clio Manage, you can learn how to get the most out of Clio Manage. Clio Manage has many features to create efficiencies in your daily processes and help you manage your workload. Learn about how to communicate with clients, draft documents, leverage your calendar, create and manage tasks, and more.

• Manage documents
• Create a calendar event
• Create tasks and task lists
• Create matter stages to track case progress
• Communicate internally with other members at your firm