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Set Up and Settings

Set Up and Settings

Configure bill appearance, rates, permissions, and payment profiles before billing.

Start Billing With Clio Manage
Configure General Bill Settings
Manage Currencies
Permissions and Billing Rates
Design Bills With Billing Templates
Create and Manage Bill Themes
Customize Bill Themes
LEDES Bills
UTBMS Codes
Split Billing
Configure Tax Settings
Interest

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Connect with fellow Clio users, get answers to your questions, and stay informed about new features and pilot programs.

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