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Clio Manage

Clio Manage

Accounts

Set up and manage operating and trust accounts, record and transfer funds, and handle trust requests to keep firm and client finances accurate in Clio Manage.
Activities

Time entries, expenses, and rates
Tasks
Clio File
Legal Aid

Legal aid matter management

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https://www.clio.com/resources/quick-start-sessions/

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Live Training Sessions

Learn Clio faster with live, interactive training. Get the essential skills to manage your practice efficiently—whether you're just starting or refining your workflow.

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https://community.clio.com/?utm_source=help-center&utm_medium=home-link

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Customer Community

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

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https://www.clio.com/resources/clio-academy/

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Clio Certification

Build expertise in legal practice management with courses designed to enhance your skills, improve efficiency, and deepen your understanding of Clio.