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Additional Resources

• Clio Academic Access Program
• 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

Accounting

• Clio Accounting: Basics and Guidelines to Get Started
• Clio Accounting: Chart of Accounts and Journal Entries
• Clio Accounting: Banking
• Clio Accounting: Vendors and Operating Expenses
• Clio Accounting: Operating and Trust Reconciliation
• Clio Accounting: Dashboard and Accounts Receivable

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Activities

• Activities 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
• Split Billing
• Send Bills for Billing in Clio
• Bill States and Bill Approval
• Bill Themes and Customizations
• Bill Invoice Settings

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Calendars

• Calendar Set Up and Settings
• Calendar Events
• Calendar Sharing and Permissions
• Calendar Sync and Feeds
• Calendar Notifications and Reminders
• Court Rules

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Clio Desktop App

• 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

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Clio for Clients

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

Clio for Co-Counsel

• Clio for Co-Counsel: Law Firm Setup
• Clio for Co-Counsel: Law Firm Actions
• Clio for Co-Counsel: Co-Counsel Actions

Clio Draft

• Get Started With Clio Draft
• Clio Draft: Account Settings and User Invitation
• Clio Draft: Profile and Security
• Clio Draft: Subscription and Billing Information
• Clio Draft: Contacts
• Clio Draft: Matters

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Clio Grow Agenda

• Clio Grow Agenda

Communications

• Text Messaging in Clio Manage
• Text Message Notifications and Reminders in Clio Grow
• Email Logs, Emails, and Signatures
• Phone Logs
• Internal Messages
• Clio's Outlook Add-in

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Contacts

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

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Custom Fields

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

Documents

• Clio File: E-File and E-Serve Documents
• Document Templates
• Document Categories
• Create and Upload Document Files and Folders
• Edit and Replace Documents
• Search and Download Documents

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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

• Google's Local Services Ads for Clio
• Box and Clio
• Clio for Microsoft Teams
• Dialpad Talk and Clio
• DocuSign and Clio
• Dropbox and Clio

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Legal Aid

• Legal Aid: Set Up Funding Sources and Grants
• Legal Aid: Matters
• Legal Aid: Time and Expenses
• Legal Aid: Financial Eligibility Calculator Form
• Legal Aid: Grant Spend Down and Financials
• Legal Aid: Grants Dashboards, Exports, and Reports

Matters

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

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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 and Payments
• Mobile App: Calendar Events
• Mobile App: Communications
• Mobile App: Contacts and Contact Notes
• Mobile App: Documents

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Payments

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

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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

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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

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