New to Clio
The following sections and articles provide an overview of the basic features in Clio and instructions for importing your Contacts and events from other applications. This area is a great place to start learning about Clio if you are a new user.
Videos
Clio's Comprehensive Guide to Setting Up Your Account for Success
- Comprehensive Guide: Introduction
- Comprehensive Guide: Contacts
- Comprehensive Guide: Matters
- Comprehensive Guide: Calendaring
- Comprehensive Guide: Profile Details, Firm Information, & Permissions
- Comprehensive Guide: Adding Time and Expenses
Getting Started with Clio
- Can Clio Recommend Me a Good Lawyer?
- Channel: Clio Suite Account Setup Videos
- Channel: Clio Manage Account Setup Videos
- Can I Schedule a Phone Call with a Support Agent?
- Video: How to Search in Clio
- Clio's Academic Access Onboarding Guide