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Additional Resources

• AI Support Agent
• Clio Academic Access Program
• Clio Academy
• Clio App Directory
• Contact Clio
• Law Community

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Account Settings

• Manage Users in Clio Manage
• Manage Account and Payment Information in Clio Manage
• Deactivate Users and Cancel Account
• Account Management in Clio Grow
• Manage Users in Clio Grow
• Clio Grow Logo and Website Domain

Accounting

• Client Funds Reconciliation in Clio
• QuickBooks Online and Clio
• QuickBooks Desktop and Clio
• Xero and Clio

Activities

• Activities Settings and Permissions
• Activity Categories
• Time Entries
• Record and Manage Expenses
• UTBMS Codes
• Filter and Export Activities

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Appointments and Clio Scheduler

• Clio Scheduler
• Manual and Quick Appointments
• Appointment Reminders

Billing

• Generate Bills for Billing in Clio
• Split Billing
• Send Bills for Billing in Clio
• Bill States and Bill Approval
• Bill Themes and Customisations
• Bill Settings

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Calendars

• Calendar Set Up and Settings
• Calendar Events
• Calendar Sharing and Permissions
• Calendar Sync and Feeds
• Calendar Notifications and Reminders
• Import, Filter, and Export Calendars

Clio Drive

• Set Up Clio Drive
• Clio Drive File Management
• Clio Drive Folder Management
• Clio Drive Search and File Share
• Clio Drive Settings
• Clio Drive Access and Troubleshooting

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Clio for Clients

• Clio for Clients: Law Firm Setup
• Clio for Clients: Law Firm Actions
• Clio for Clients: Client Actions

Clio Connect

• Clio Connect: Law Firm Setup
• Clio Connect: Law Firm Actions
• Clio Connect: Co-Counsel Actions

Clio Draft

• Get Started With Clio Draft
• Clio Draft: Account Settings and User Invitation
• Clio Draft: Profile and Security
• Clio Draft: Subscription and Billing Information
• Clio Draft: Contacts
• Clio Draft: Matters

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Manage AI

• Manage AI: The Evolution of Clio Duo
• What is Manage AI and How to Access it
• Manage AI: Get Matter and Contact Summaries
• Manage AI: Create Activities, Events, Notes, and Tasks
• Manage AI: Draft Client Communications
• Manage AI: Automate Billing and Expense Entry

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Clio Work

• Get Started With Clio Work
• Get Answers With Vincent AI
• Ask Research Questions in Clio Work
• Analyse Legal Documents in Clio Work
• Compare Documents in Clio Work
• Build arguments in Clio Work

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Clio Grow Agenda

• Clio Grow Agenda

Communications

• Email Logs, Emails, and Signatures
• Phone Logs
• Secure Messages
• Clio's Outlook Add-In
• Clio for Gmail
• Clio Grow Emails, Communication Templates, and Sequences

Contacts

• Customise Conflict Check Search Settings
• Conflict Checks in Clio Manage and Clio Grow
• Clio Manage Contacts Overview
• Clio Grow Contacts Overview
• Create Contacts
• Edit and Delete Contacts

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Custom Fields

• Create Custom Fields in Clio Manage
• Get Started With Custom Fields
• Edit Custom Fields in Clio Manage
• Delete Custom Fields in Clio Manage
• Apply and Update Custom Fields in Clio Manage
• Sync and Convert Custom Fields

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Documents

• Enable Safe Custody Document Register
• Document Templates
• Document Categories
• Create and Upload Document Files and Folders
• Copy or Edit Documents
• Combine or Replace Documents

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e-Signatures

• Get Started With e-Signatures
• eSignature Settings in Dropbox Sign

Get Started

• Set Up Clio Manage
• Activate New Clio Account
• Get Started: Learn the Basics of Clio Manage
• Get Started: Learn the Basics of Clio Grow
• Set Up Clio Grow
• Navigate Clio Manage

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Intake Forms

• Set Up Clio Grow Intake Form Templates
• Intake Form Question Fields
• Send, View and Manage Intake Forms

Integrations

• Box and Clio
• Clio for Microsoft Teams
• Dialpad Talk and Clio
• DocuSign and Clio
• Dropbox and Clio
• Google Drive and Clio

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Legal Aid

• Legal Aid UK: Activity and Profit Costs
• Legal Aid UK: Set Up Contracts
• Legal Aid UK: Matters and Escape Fees
• Legal Aid UK: Contacts
• Legal Aid UK: Document Templates
• Legal Aid UK: Bills and Payments

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Matters

• Clio Grow Matters Overview
• Clio Manage Matters Overview
• Create Matters
• Matter Templates
• Matter Stages
• Matter's Dashboard

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Migrations

• Understand Data Migration Processes in Clio Manage
• Migration Templates for Importing Into Clio Manage
• Clio Grow Contact and Matter Data Import
• Migrating Data From Your Current Software [A-B]
• Migrating Data From Your Current Software [C-F]
• Migrating Data From Your Current Software [G-M]

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Mobile App

• Set Up Clio's Mobile App
• Mobile App: Billing and Payments
• Mobile App: Calendar Events
• Mobile App: Communications
• Mobile App: Contacts and Contact Notes
• Mobile App: Documents

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Payments

• Clio Payments: Get Started with Clio Payments
• Clio Payments: Accepted Payment Methods
• Clio Payments Fee Schedules
• Clio Payments: Disputes and Chargebacks
• Payments and Bank Accounts
• Payment Profiles

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Reports

• Custom Reports in Clio Manage
• Clio Manage Reports, Presets, and History
• Clio Grow Dashboard
• Clio Grow Reports
• Clio Manage Billing Reports
• Clio Manage Client Reports

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Roles and Permissions

• Roles and Permissions in Clio Manage
• Overview of Custom Role Permissions
• Create and Manage Custom Roles

Security & Compliance

• Single Sign-On
• Know Your Client
• Compliance
• User Security Settings for Administrators
• Device Sessions
• Set Up Multi-Factor Authentication

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Tasks

• Clio Grow Automated Workflows
• Clio Grow Tasks and Checklists
• Manage Tasks in Clio Manage
• Advanced Tasks: Task Types, Status, and Estimate
• Task Lists
• Task Notifications and Reminders

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