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Does Clio Provide Specific Templates to set up Clio for Specific Practice Types?

Question:

  • Does Clio Provide Specific Templates to set up Clio for Specific Practice Types?
  • Are templates provided on how to set up Clio?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

  • n/a

Answer:

Currently, we do not offer templates for how to set up Clio to be used for a specific practice type. If you would like to request this, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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