Comprehensive Guide: Introduction

  • Introduction

    Welcome to Clio's Comprehensive Guide. This guide is intended to help new Clio users set up their Clio accounts for success.

    This guide is best followed in page order beginning with Contacts. This will ensure that your Clio account is set up in proper order.  

    If a chapter or page is not relevant to your workflow, you can use the chapter links at the left to navigate to the next page or chapter. 

    We suggest having your Clio account open so that you can customize your setting and add data while you work through the guide. 

    Begin by getting started with Clio Contacts