Clio Manage

Watch short videos and recorded training for Clio Manage.

Essentials

Essentials

• Add New Time Entries in Clio Manage
• Create a Contact in Clio Manage
• Create Custom Fields in Clio Manage
• Create a Matter in Clio Manage
• Generate Multiple Bills in Clio Manage

Getting Started

Getting started

• Start Using Clio Manage Today
• Use the AI Support Agent in Clio
• Deactivate or Reactivate Users, and Reassign Work in Clio Manage

Billing

Create and send bills

• Generate a Quick Bill in Clio Manage
• Manage Bill Approvals in Clio Manage
• Set up and Enable Bill Reminders in Clio Manage
• Send Single Bills in Clio Manage
• Set Up and Generate Split Bills in Clio Manage
• Send Multiple Bills in Clio Manage
• View and Edit Split Bills in Clio Manage
• LEDES Billing in Clio Manage
• Delete or Void Bills
• Bill for Your Work
• Edit Approved Bills
• Generate and Send a Bill in Clio Manage
• Download and Print Bills
• Resend Bills in Clio Manage

Payments

• Bill Payment Write-offs and Credit Notes in Clio Manage
• Record Bill Payments
• Create Payment Profiles in Clio Manage
• Apply Payment Profiles to Contacts in Clio Manage
• Set up and Adjust Payment Plans in Clio Manage
• Pay by eCheck with Clio Manage
• Get Paid Quickly and Reliably
• Get Started with Clio Payments
• Pay by Bank in Clio Manage
• Simplify Billing and Speed Up Payments for Your Firm

Rates, taxes, and discounts

• Set up and Apply Flat Fee Rates in Clio Manage
• Set Matter-Based Rates to Time Entries in Clio Manage
• Change Billing Permissions and Set Bill Rate Visibility
• Apply Tax to New or Existing Bills in Clio Manage
• Set Client-Based Rates to Time Entries in Clio Manage
• Apply Discounts to Bills in Clio Manage
• Set User Default Rates for Time Entries in Clio Manage
• Charge Interest on Bills in Clio Manage
• Show or Hide UTBMS Codes in Bills in Clio Manage
• Create and Use Rate Tables in Clio Manage
• Apply and Remove Tax from Line Items on a Bill in Clio Manage

Bill themes and settings

• Create New Bill Themes in Clio Manage
• Personalize Bill Share Emails in Clio Manage
• Enable and Arrange Split Billing Bill Theme Columns in Clio Manage
• Create Bill Templates in Clio Manage
• Create Bill Message Templates with Autofill Fields in Clio Manage
• Manage Bill Themes in Clio Manage
• Billing in a Different Language in Clio Manage
• Edit Bill Invoice Notes and Options
• Change Currency Settings

Trust accounting

• Set Up Operating and Trust Accounts in Clio Manage
• Record Trust Request Payments in Clio Manage
• Transfer Funds from Contact Level to Matter Level in Clio Manage

Matters and Contacts

Matters and contacts

• Add Related Contacts to Matters in Clio Manage
• Close & Reopen Matters in Clio Manage

Matter stages

• Create Matter Stages in Clio Manage
• View and Sort Matter Stages in Clio Manage
• Add Matters to Matter Stages in Clio Manage
• Move Matters Between Matter Stages in Clio Manage

Custom fields

• Create Custom Field Sets in Clio Manage
• Add Custom Fields and Custom Field Sets to Contacts and Matters in Clio Manage
• Sync Custom Fields Between Clio Grow and Clio Manage
• Manage Custom Fields and Custom Field Sets in Clio Manage
• Convert Custom Fields in Clio Manage

Time and Expenses

Time entries

• Use the Timer in Clio Manage
• Create Time Entry Categories in Clio Manage
• Change Time and Decimal Rounding Settings in Clio Manage
• Edit and Delete Time Entries in Clio Manage
• Set and Remove Default Time Entry Categories in Clio Manage
• Manage Time and Expenses in Clio Manage

Expenses

• Enable Hard and Soft Expenses in Clio Manage
• Add Expense Entries in Clio Manage
• Create Expense Categories in Clio Manage
• Edit, and Delete Expenses in Clio Manage

Activities

• Set Activity Hours Visibility in Clio Manage
• Filter, Export, and Print Activities in Clio Manage

Documents and Automation

Documents and templates

• Introduction to the Document Management System in Clio
• Create Document Templates in Clio Manage
• Fast Track to Paperless Practice
• Work with Documents in Clio Manage
• Create Document Folders During Matter Setup in Clio Manage
• How to Build a PDF Document Template

Automated workflows

• Use Automated Email Filing
• Use Automated Workflows to Apply Matter Template in Clio Manage
• Use Automated Workflows to Assign a Task List in Clio Manage
• How to Create a Task List Template
• Generate and Add Documents to Matters with Automated Workflows

Calendar and Reports

Calendar

• Create Single or Recurring Calendar Events in Clio Manage
• Create, Edit and Delete Event Types in Clio Manage
• Create Calendars in Clio Manage
• Set Up Contact and Calendar Sync in Clio Manage

Reports

• Generate Reports in Clio Manage
• Save Report Presets in Clio Manage
• Export Tasks in Clio Manage
• Generate Reports with Advanced Tasks in Clio Manage
• Gain Insight with Additional Fields in Clio Manage
• Gain Insight on Contacts and Matters

Personal Injury

Personal injury

• Create Contingency Fee Matters in Clio Manage
• Add Medical Provider Card in Clio Manage
• Add, Edit, and Delete Medical Bills in Clio Manage
• Add, Edit, and Delete Recovery Amounts in Clio Manage
• Sort, Filter, and Export Damages in Clio Manage