“I’m pumped for the future and what’s coming!” - Clio Cloud Conference New Orleans - Sept. 25 & 26, 2017
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Announcements & Product Updates
Accounting
Documents
Customizations and Custom Fields
Calendaring, Tasks & Court Rules
Reporting & Analytics
Android App
Region Specific Resources
Getting Started & Setting up Clio
Billing & Time Tracking
Contacts & Matters
Communications
Clio Connect
iOS App
3rd Party Integrations & Syncs

Announcements & Product Updates

Support and Customer Success Updates >
Product Updates >
     Clio Feature Updates >
     Integration Partner Updates >
     Feature Announcement Newsletters >  


Getting Started & Setting up Clio

Clio's Comprehensive Guide to Setting Up Your Account for Success >
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 >  


Accounting

Accounts in Clio >
     Working with Accounts >
     Trust Accounting >
Accounting Integrations >
     QuickBooks Desktop >
     QuickBooks Online >
     Xero >  


Billing & Time Tracking

Activities: Time and Expense Entries >
     Getting Started: Settings & Rates >
     Time Entries >
     Expense Entries >
     Activity Descriptions and UTBMS Codes >
Matter Billing >
     Hourly, Flat Rate, & Contingency >
     Matter Budgets >
Billing >
     Working with Bills: The Basics >
     Billing Workflows >
     Trust Requests >
     LEDES 1998B Formatted Bills >
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 >
     Bill Themes >   


Documents

Working with Clio Documents >
Document Automation >
     Working with Document Automation >
     Document Automation Tutorials >
Document Integrations >
     Box >
     Dropbox >
     Microsoft OneDrive for Business >
     Google Drive >
     NetDocuments >
     Fujitsu ScanSnap >


Contacts & Matters

Contacts >
     Creating & Managing Contacts >
     Clio Campaign Tracker & Client Leads >
Creating & Managing Matters >
     Matter Billing >


Customizations and Custom Fields

Creating & Managing Custom Fields >
Customizing your Bills >
     Determining What Will Show on your Bills & Adding Firm Information >
     Bill Themes


Communications

Getting Started with Clio Communications >
Secure Messages >
Email & Phone Logs >  


Calendaring, Tasks & Court Rules

Calendar >
     Calendaring in Clio >
     Exporting your Clio Calendar >
Tasks >
     Assigning & Managing Individual Tasks >
     Task Lists >
Using & Configuring Court Rules >  


Clio Connect

Clio Connect for Contacts >
     Getting Started in Clio Connect >
     Working with Shared Resources >
Clio Connect for the Firm >
     Getting Started with Clio Connect for your Firm >
     Sharing Resources with Clients and Contacts >  


Reporting & Analytics

Exports & Reports
     Getting Started with Clio Exports >
     Excel Tutorials for Managing your CSV Exports >
     Clio Reports >
Practice Performance & Firm Feed
     Practice Performance >
     Clio Firm Feed >  


iOS App

Getting Started with Clio's iOS App >
iOS App Features >  


Android App

Getting Started with Clio's Android App >
Android App Features >  


3rd Party Integrations & Syncs

3rd Party Apps & API >
     Clio's API >
     3rd Party Integration Apps >
Clio Sync >
     Google Sync >
     Outlook [Desktop] Sync >  
     Microsoft Office 365 for Business Sync >


Region Specific Resources 

Canada >
     Alberta >
Australia: Trust Accounting >
UK & Europe >
     Clio Setup >
     Accounting & Bills >
     Compliance & Due Diligence >