The categories and sections below contain articles and resources to help you navigate Clio's billing workflow, customize your bills, and understand all of your time-tracking options.
Getting Started with Billing & Time Tracking
The articles below are a great place to get started working with billing and Activities in Clio.
Video: Billing Workflow ...
Designating How Time is Billed on a Matter - Hourly, Flat Fee, or Contingency ...
Getting Started: Settings & Rates >
Time Entries >
Expense Entries >
Activity Descriptions and UTBMS Codes >
Hourly, Flat Rate, & Contingency >
Matter Budgets >
Working with Bills: The Basics >
Billing Workflows >
Trust Requests >
LEDES 1998B Formatted Bills >
Clio Payments: Credit Card Processing in Clio >
Clio Payments: Setup >
Customizing your Bills
Bill Themes >