The categories and sections below contain articles and resources to help you understand all of the document features available in Clio, including our popular Document Automation feature and our document integrations.
Getting Started with Clio Documents
The articles below are a great place to get started working with Clio Documents.
Documents: Navigating, Viewing, and Filtering Files in Clio ...
Document Automation Basics: Uploading Templates and Generating Documents ...
Video: Basics of Document Automation ...
OneDrive for Business: Setting Up and Using the Integration ...
Working with Clio Documents
Document Automation
Working with Document Automation >
Document Integrations
Box >
Dropbox >