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
- Channel: Clio Suite Account Setup Videos
- Channel: Clio Manage Account Setup Videos
- Video: How to Search in Clio
- Clio's Academic Access Onboarding Guide
- Getting Started with Clio
- Video: 10-Minute Clio Overview: Intake to Invoice