“I’m pumped for the future and what’s coming!” - Clio Cloud Conference New Orleans - Sept. 25 & 26, 2017
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Webinar: Overview Webinar - Interactive

Clio's Overview Webinar - Interactive is the one-stop session that takes users through the basics of Clio.

Handout materials

For an assignment to be completed along with the webinar, see our Overview Webinar Assignment.

Access our handout Training materials in the Overview Webinar PDF.

What's covered

Throughout the presentation different questions are posed. Do your best to answer along! Pause when the "Active Poll Running" slide is displayed so that you can take your time to explore your account.

During this session we discuss:

  • Adding a Contact and the fields within
  • Adding a Matter and fields specific to that Matter
  • Requesting Trust funds
  • Adding billable entries
  • Generating Bills
  • How to share the Bill via Clio Connect
  • Modifying your firm's displayed information
  • We end the session with some discussion around training resources, and our Support site.

After completing the Overview Webinar, take a look at our Upcoming Webinars.