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Set Up and Settings

Set Up and Settings

Configure bill appearance, rates, permissions, and payment profiles before billing.

Billing Templates in Clio Manage
Permissions and Billing Rates
Bill Themes and Customisations
LEDES Bills
UTBMS Codes
Split Billing
Interest
Tax

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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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Connect with fellow Clio users, get answers to your questions, and stay informed about new features and pilot programs.

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Build expertise in legal practice management with courses designed to enhance your skills, improve efficiency, and deepen your understanding of Clio.

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