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.
Does your firm need to work from home due to COVID-19? Check out these key resources.
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.