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.
A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.
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.