Set Up Clio Manage

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Clio Manage is a practice management software where you can manage your law firm clients, cases, files, billing, payments, and much more. After signing up for Clio Manage, you can begin setting up your account. Take a look at the resources below to learn more about setting up your Clio Manage account.

Tip: Clio offers a client-relationship management application that works alongside Clio Manage called Clio Grow. With Clio Grow, you can track leads, intake new clients, and send data to Clio Manage once you are ready to begin billing and collecting payments. Learn more about Clio Grow here.

Requirements

Internet speed

There is no recommended minimum internet speed for accessing Clio Manage; however, speeds below 30 Mbps can result in slower screen loading. Generally, a faster connection is better. 

Browsers

The two most recent versions of Google Chrome, Mozilla Firefox, Apple Safari, and Microsoft Edge will support Clio Manage. Clio will not operate on Internet Explorer or older legacy web browsers where security requirements are not sufficient to meet Clio's security features. 

Hardware

You can use Clio on a computer or mobile device. In order to use Clio, you must

  • have an internet connection
  • be able to run a web browser that is up-to-date. You can also add clio.com to your firewall's whitelist
  • have cookies enabled
  • have Javascript enabled

 

Sign up for Clio

      1. Go to www.clio.com
      2. Click Try Clio For Free.
      3. Enter any relevant information.
      4. Click Start Trial.
      5. Go to your email inbox and open the email from Clio. Click the link to confirm your account.

 

Log in

      1. Click Sign In.
      2. Enter your email address. Click Next: Password.
      3. Enter your password. Click Sign In.

        Note: If you forgot your password, select I forgot my password and follow the prompts.
      4. Optional: If you have 2FA enabled on your account, enter the six-digit code generated by your authenticator app. Check the box for Keep me logged in for one week to extend your session and click Sign In.

 

Settings

In Settings, you can set up, enable, or disable all Clio Manage related settings. An account administrator has full privileges, while a user only has limited things they can access. To find the Settings menu, click Settings in the left navigation menu. From there, you can go into System Settings, Personal Settings, and Clio Settings.

System Personal Clio Settings

Account and Payment Info

  • Account Info: Upload your firm address, phone and other information. This information is pulled into bills.
  • Payment Info: Enter your credit card information to pay for your Clio Subscription.
  • Account Administration: Manage and transfer account ownership.
  • Account Roles: Review all account roles for users.

 

Manage Users

In this section, you can view, add, and edit permissions for account users. This is also where administrators will go to force users to change their passwords.

 

Groups, Permissions, and Job Titles

  • Groups: When you create a matter you can specify if only members of a specific group can access the matter. Only administrators can set up groups. 
  • Permissions: See who in your firm has what permission level. Click here for more information.
  • Job Titles: View a list of the job titles that have been added to your account.

 

Custom Fields

If your subscription plan includes custom fields, you can set them up in this section. Custom fields allow you to enter extra information for your contact and matter records that may not be native fields in Clio. Learn more here.

 

Recovery Bin

When you delete something in Clio, this is a permanent action. However, Clio account administrators may be able to restore an item that was deleted using the Recovery Bin. Administrators can attempt recovery of deleted tasks, activities, matters, contacts, and calendar events.

 

Security

In this section, you can manage your security level, update passwords, and monitor account sessions.

  • Update Password: Allows you to change your password while in your Clio session.
  • Two-Factor Setup: Add an extra layer of security to your Clio account by enabling this feature. Learn more here.
  • Sessions: Administrators can see who is logged into Clio, from what IP address, and for how long.

 

Documents

Administrators can set up settings for integrations with document integration applications such as Box, Dropbox and Google Drive, and NetDocuments. This is also where you can view available merge fields for document templates and enable document preview.

 

Bill Syncing

This is where you can set up the Xero and QuickBooks Online accounting integrations. 

 

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