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Additional Resources

• Clio Academy
• Clio App Directory
• Contact Clio
• Law Community
• Sessions and Webinars

Account Settings

• Account Setup
• Account Users and Permissions
• Manage Account and Payment Information
• Deactivate Users and Cancel Account
• Clio Grow Website Domain

Accounting

• Trust Fund Reconciliation in Clio
• QuickBooks Online and Clio
• QuickBooks Desktop and Clio
• Xero and Clio

Activities

• Activity Settings and Permissions
• Activity Categories
• Time Entries
• 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
• Send Bills for Billing in Clio
• Bill States and Bill Approval
• Bill Themes and Customisations
• Bill Invoice Settings
• Edit Bills

See all 18 articles

Calendars

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

See all 7 articles

Clio for Clients

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

Clio Grow Agenda

• Clio Grow Agenda

Communications

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

Contacts

• Clio Manage Contacts Overview
• Clio Grow Contacts Overview
• Create Contacts
• Edit and Delete Contacts
• Contact's Dashboard
• Contact Types

See all 12 articles

Custom Fields

• Create Custom Fields
• Custom Field Types and Common Fields
• Edit Custom Fields
• Delete Custom Fields
• Sync and Convert Custom Fields

Documents

• Document Templates
• Document Categories
• Create and Upload Document Files and Folders
• Enable Safe Custody Document Register
• Edit and Replace Documents
• Search and Download Documents

See all 8 articles

eSignatures

• Get Started With eSignatures
• eSignature Settings in Dropbox Sign

Get Started

• Set Up Clio Manage
• Set Up Clio Grow
• Navigate Clio Grow
• Navigate Clio Manage
• Global Search

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
• Dropbox and Clio
• Google Drive and Clio
• Mailchimp and Clio

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Matters

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

See all 15 articles

Migrations

• Clio Manage Data Migration General Information
• 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
• Mobile App: Calendar Events
• Mobile App: Communications
• Mobile App: Contacts and Contact Notes
• Mobile App: Documents

See all 10 articles

Payments

• Clio Payments Set Up and Settings for Australia
• Payments and Bank Accounts
• Payment Profiles
• Request and Store Payment Methods
• Record and Manage Bill Payments
• Payment Notifications

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Reports

• Generate Reports, Presets, and History
• Clio Grow Dashboard
• Clio Grow Reports
• Clio Manage Billing Reports
• Clio Manage Client Reports
• Clio Manage Detailed Annual Report

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Security & Compliance

• Compliance
• User Security Settings for Administrators
• Device Sessions
• Set Up Two-Factor Authentication
• Manage Passwords
• Two-Factor Authentication Settings for Administrators

See all 7 articles

Tasks

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

See all 7 articles