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Getting Started & Setting up Clio

The categories and sections below contain articles and resources to help you get started using Clio, including detailed instructions on how to set up your Clio account for success. 

Clio Guides

 
Archived Webinar
Recordings
Tutorial Videos
 

For more Clio guides, visit the Clio Legal Resource Library

 


Getting Started Videos and Articles

The videos and articles below are a great place to get started working in Clio and setting up your account.

Video: Getting Started Quickly  ... 

 


New to Clio

Getting Started >

Importing Contacts & Data >

Training Resources

Clio Product Pro > 

Webinars & Tutorial Videos >

Clio Security & Policies

Clio Security > 

Clio Terms & Conditions >

Account Administration & Settings

Account Administration > 

Account Settings >

Clio Account Subscription & Pricing >

Tips & Tricks

General Tips > 

Clio Tips >

Tips & Instructions for Apple/Mac OS Users >