This quick start guide is a great place to begin your journey in Clio!
If you're interested in a more complete setup guide, or are setting up an account with multiple users, you may want to read our Comprehensive Guide.
Table of Contents
Adding Your Logo
Adding a Bank Account
Creating a Contact
Creating a Matter
Adding Time
Generating a Bill
Once you log into your Clio account for the first time, adding your logo can be just what you need to feel like the account is yours and to signify to any other users which account they are logging into.
To add a logo:
- Click Settings on the left navigation menu
- Click Account and Payment Info
- Click Choose File
Additionally, adding your firm logo means that any bills you generate will pull that logo into the bill, representing your brand and firm identity to your clients.
Adding a Bank Account
In preparation for collecting payment on Bills, create a bank account.
Note that this is merely a ledger for your real bank account. Only payments recorded using Clio Payments will result in a real-life movement of funds.
Now, let's create your first Contact. This can be a new client that just walked in the door or a client that you are looking to work on first.
Once you've added the Contact to your Clio account, the next step is to add the matter for that person or company.
Matters are where most Clio customers live and breathe their day-to-day and where you can log time, expenses, upload documents, and generate bills for that specific matter.
Once your matter is created, you can immediately start logging time.
Once you've added any time or expense entries you needed, you can immediately generate a bill for your client and send it to them to receive payment.
