Training Videos

Contents

Getting Started & Clio Settings
Contacts
Matters
Activities and Timekeeping
Accounting
Billing
Clio Payments
Communications
Documents
Document Automation
Tasks
Clio Connect
Clio Mobile

Getting Started & Clio Settings

Getting Started with Clio Webinar

This webinar recording covers the basics of Contacts, Matters, Timekeeping, Billing, and Documents.

How to Setup Your Clio Account

In this video, we will walk through the administrative steps required to setup your Clio account, including: personal and firm information, security, billing, custom fields, bank accounts, calendar sharing, and Clio Payments.

10-Minute Clio Overview: Intake to Invoice

In this video, we will walk through a high-level overview of a typical workflow in Clio, from the initial client intake to the final payment on a bill.

How to Create and Manage Custom Fields

In this video, we will walk through how to create Custom Fields, used for creating customized data intake for both Contacts and Matters.

How to Create Custom Field Sets

In this video, we will go through how to create custom field sets to manage your custom fields.

How to Create and Manage Text Snippets

In this video, we will walk through how to create and manage text snippets in Clio. Text snippets allow you to automatically insert common phrases throughout Clio based on short abbreviations that you define.

Account and Subscription Management Overview

In this video, we will walk through an overview of how to manage your Clio account subscription and billing preferences.

How to Search in Clio

In this video, we will succinctly cover how to use the global search to access your firm information.

How to Enable Two Factor Authentication

In this video, we cover how to set up two factor authentication with Clio.

Contacts

How to Create a Contact

In this video, we will walk through how to create a Contact in Clio.

Contacts Overview

In this video, we will walk through an overview of contacts in Clio, including a breakdown of both the main contacts list page and an individual contact card, as well as how to filter, sort, and export your main contacts list.

Matters

Matters Overview

In this video, we will walk through an overview of Matters in Clio, including filtering and sorting your Matter list, exporting a list of Matters, and a review of the Matter Dashboard page.

How to Create a Matter

In this video, we will walk through how to create a new Matter in Clio.

How to Edit, Close, or Delete a Matter

In this video, we will walk through how to edit and update an existing Matter, close a completed Matter, and Delete an unwanted Matter.

Activities and Time Keeping

How to Create Time and Expense Entries

In this video, we will walk through how to create Time and Expense entries and how to run the Clio timer.

How to Run a Timer

In this video, we will walk through how to track your billable activity in real time using the Clio timer.

How to Associate Time Entries with your Activity and Resources

In this video, we will walk through how to associate time entries with your activity and resources in Clio, including email and phone call logs, documents, tasks, and internal notes.

Accounting

How to Create Your Bank Accounts

In this video, we will walk through how to setup your Operating and Trust Accounts in Clio.

How to Record Trust Transactions

In this video, we will walk through how to record Trust transactions into your Trust account in Clio, both manually and as a Trust Request.

Evergreen Management Overview

In this video, we will cover Clio's Evergreen Management feature suite.

Billing

How to Generate a Bill

In this video, we will walk through how to generate a Bill in Clio, both individually and in bulk.

How to Edit a Draft Bill

In this video, we will walk through how to make edits to a Draft Bill in Clio.

How to Approve Bills

In this video, we will walk through how to approve draft bills, including how to approve bills in bulk, approve and apply trust funds, as well as submitting draft bills for a colleague's approval.

How to Share Bills

In this video, we will walk through how to share your Bills with your Clients via e-mail, Clio Connect, and also how to print a hardcopy.

How to Record a Payment

In this video, we will walk through how to record Bill payments in Clio, including direct payments (cash, credit card, checks) and Trust payments.

How to Delete or Void a Bill

In this video, we will walk through how to delete a draft bill and void an approved bill.

Contingency Fee Workflow

In this video, we will walk through how to perform a contingency fee billing workflow in Clio.

Contingency Overview: Intake to Invoice

In this video, we will walk through the contingency fee workflow in Clio. We'll go through intake, matter management, and invoicing.

Clio Payments

How to Setup Clio Payments

In this video, we will walk through how to sign up for Clio Payments - the feature that allows you to receive credit card payments in Clio (powered by LawPay).

How to Receive Clio Payments

In this video, we will walk through how to receive credit card payments online via Clio Payments (powered by LawPay).

Payment Plans Overview

In this video, we will walk through how to create, edit, and stop recurring payment plan schedules for both bill payments and trust transactions.

Communications

How to Log Phone Call and Email Communications

In this video, we will walk through how to log phone call and email communications in Clio, including tracking real time using the running timer, and forwarding emails directly into Clio with the Maildrop feature.

How to Send a Secure Message

In this video, we will walk through how to send a secure message internally to a colleague, as well as externally to a contact or client.

Documents

How to Upload and Download Documents

In this video, we will walk through how to upload documents into Clio's unlimited cloud storage, as well as how to download documents from your Clio account.

Document Automation

How to Create a Template for Document Automation

In this video, we will walk through how to create a template to be used for Document Automation.

How to Upload a Template for Document Automation

In this video, we will walk through how to upload a template to be used for Document Automation, as well as replace an existing template with an updated version.

How to Generate a Document from Template

In this video, we will walk through how to generate a document from template using the Document Automation feature.

Tasks

How to Create a Task

In this video, we will walk through how to create a task and assign it out to yourself, a colleague, or a client.

How to Create Task Lists

In this video, we will walk through how to group your Tasks together into Task Lists.

How to Assign a Task List

In this video, we will walk through how to assign a Task List to a Matter.

Clio Connect

How to Share Resources with Clio Connect

In this video, we will walk through how to share various resources with your client using the secure, Clio Connect portal, including sharing a bill, document, secure message, calendar event, and task.

Clio Mobile

How to Log Billable Activity With Your Android Device

In this video, we will walk through how to log billable activity on Clio's Android mobile app, including time and expense entries, as well as using the running timer.

How to Log Billable Activity With Your iPhone Device

In this video, we will walk through how to log billable activity on Clio's iPhone mobile app, including time and expense entries, adding time to a document, task, and communication, as well as using the running timer.

iPhone App Overview

In this video, we will walk through the Clio iPhone app.

 

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