In this video, we will walk through the steps to set up your new Clio account, including your personal and firm information, security, billing settings, bank accounts, Custom Fields, calendar sharing and syncing, and Clio Payments.
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In this video, we will walk through the steps to set up your new Clio account, including your personal and firm information, security, billing settings, bank accounts, Custom Fields, calendar sharing and syncing, and Clio Payments.