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.
Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report
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.