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CLIO
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.
PRACTICE MANAGEMENT VIDEOS
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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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