Clio Support
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Help Resources
Overview
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Recent
Announcements
(3)
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Batch Billing and Batch Bill Printing
E-mail Integration
Enhanced Calendar
Getting Started
(5)
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10 First Steps Article and Video
Bringing your information to Clio (and exporting it to other applications)
Getting Started Video Series
Training
(3)
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Training Tuesdays
Clio Overview
Training Videos
Subscription & Pricing
(14)
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How do I tell what my monthly charges will be?
If I cancel part-way through a month, can I get a refund?
How do I cancel my account?
Account Settings
(15)
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Role of Administrator Video
I would like to disable a user from my account, how do I do this?
I would like to add additional users to my account, how do I do this?
Practice
(8)
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Practice Agenda 101 Video
What is the practice agenda?
How is my practice performance determined?
Calendar
(18)
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How do I import my existing calendar to Clio?
Calendar 101 Video
How do I create a new Calendar appointment?
Tasks
(14)
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Tasks 101 Video
How do I create a new task item?
Can I assign tasks to other users?
Matters
(26)
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Matters 101 Video
Can I perform a quick search within my Matters?
How do I create a new matter?
Contacts & Clients
(23)
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How do I export my contacts from Clio to other applications?
Contacts 101 Video
How do I create a contact?
Accounting (Trust & General)
(16)
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Accounts 101 Video
How do I create an Account?
How do I record a transfer of funds from one account to another?
Activities (Time & Expenses)
(22)
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Activities 101 Video
How do I create a time entry?
New and Enhanced Time Entry Screen
Billing & Invoicing
(34)
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Anatomy of a Bill Theme
NEW - Bill Beta - FAQ
NEW - Bill Layout Beta
Documents
(7)
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How do I use the versions feature?
Documents 101 Video
How do I add a new document?
Reports
(2)
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How do I generate reports?
Reports 101 Video
Communications
(15)
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How do I send an email to Clio?
How do I associate a phone call with a contact or matter?
How do I send emails to my dropbox using an alternate email?
Clio Connect (Client Portal)
(19)
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Clio Connect 101 Video
How do I use online payments?
How do I share something using Clio Connect?
Synchronization
(8)
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Can I sync Clio with Google?
Can I sync Clio with Microsoft Outlook?
Clio Sync 101 Video
Clio Express (Desktop Client)
(6)
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What is Clio Express and where can I download it?
How do I enter time in Clio Express?
Clio Express 101 Video
Clio Mobile
(4)
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Overview of Clio Mobile
How do I access the mobile version of Clio?
What mobile devices are supported?
Tips & Tricks
(8)
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What is a browser and why is the version I use important?
How do I tell what version of a browser I am using?
How can I change the size of the training videos?
Solutions
(4)
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How do I export my information from Clio?
Where is the link to import my contacts?
Where is the link to import my calendar?
