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Create custom bills or set up automated payment plans within seconds. Send invoices via email or our secure client portal, and accept credit, debit, or eCheck payments instantaneously with click-to-pay links. With a few clicks, potential clients can answer custom intake forms and schedule appointments in your calendar—no back-and-forth emails required. Instantly prepare, upload, and share documents for signature. Completed documents are then automatically saved to the appropriate client matter. Stay ahead of important deadlines. Automatically create calendar events based on rules and filing deadlines from hundreds of U.S. courts.


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Logging In

Help Menu, Personal Settings, and Profile

Using Clio Connect

Create & Use Text Snippets

Matters Activities List

Apply Custom Fields & Field
Sets to Matters & Contacts

Basic Navigation

Filters & Ad Hoc Reporting

Opening In New Tabs and Windows

Create a New Contact

Matters & Contact List Columns & Filtering

Matters Calendars

Home Page & Firm Feed

NetDocuments Integration

Using Timers

Use the Green Button to
Add All Types of Entries

Create a New Matter

Matters Communications Tab

Matters Dashboard and Custom Fields

Create Custom Fields and Field Sets

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