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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.
Getting Started with Billing in Clio ...
Designating How Time is Billed on a Matter - Hourly, Flat Fee, or Contingency ...
Activities: Time and Expense Entries
Getting Started: Settings & Rates >
Activity Descriptions and UTBMS Codes >
Matter Billing
Hourly, Flat Rate, & Contingency >
Billing
Working with Bills: The Basics >
Online Payments
Clio Payments: Credit Card Processing in Clio >
Classic Online Payments: Setting Up Credit Card Processing >
Customizing your Bills
Determining What Will Show on your Bills & Adding Firm Information >