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Additional ResourcesGuides, training, and support
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Account SettingsManage firm and user settings
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AccountingTrack finances and reconciliation
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ActivitiesTime entries, expenses, and rates
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Appointments and Clio SchedulerSchedule and manage appointments
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BillingGenerate and manage bills
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CalendarsManage and maintain calendars and events
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Clio Desktop App
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Clio for ClientsSecure client communications through portal access
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Clio Draft
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Manage AI
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Clio WorkAI-powered legal research
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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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MattersCreate, edit, and manage your matters
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Migrations
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Mobile App
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PaymentsCollect bill payments
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ReportsTrack deliverables and firm performance
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Roles and Permissions
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Security and Compliance
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Tasks
https://www.clio.com/resources/quick-start-sessions/
/hc/theming_assets/01JN4H56SP898G5WMRKWP3STQG
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.
custom
https://community.clio.com/?utm_source=help-center&utm_medium=home-link
/hc/theming_assets/01HZPMA8VBT023Z0NJK5MF4X8W
Customer Community
Connect with fellow Clio users, get answers to your questions, and stay informed about new features and pilot programs.
custom
https://clioacademy.learnupon.com/catalog
/hc/theming_assets/01JN4RBVN31EN2CCM1D4TVHZ5J
Clio Certification
Build expertise in legal practice management with courses designed to enhance your skills, improve efficiency, and deepen your understanding of Clio.
billing, client portal, write off