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Clio Resource Center

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Guides and templates

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  • Clio For Clients Best Practices Guide

    Clio For Clients Best Practices Guide

    Resource

    Get strategies on how to use Clio for Clients to effectively communicate and collaborate with your clients.

  • Matter Stages Best Practices Guide

    Matter Stages Best Practices Guide

    Resource

    Get strategies on how to use Clio’s game-changing feature matter stages to effectively manage your casework.

  • Clio Resource

    Task Lists Best Practices Guide

    Resource

    In this guide, you’ll learn how to use task lists to organize your casework and ensure nothing falls through the…

  • Clio Automated Worfklows

    Automated Workflows Best Practices Guide

    Resource

    In this free guide, you’ll learn how to increase firm efficiency by automating steps as your case progresses.

  • Bulk Billing Best Practice Guide

    Bulk Billing Best Practices Guide

    Resource

    This guide provides strategies to automate more of your billing process while enhancing the experience for your clients.

  • Trust Account Management Best Practices Guide

    Trust Account Management Best Practices Guide

    Resource

    Get best practices for managing trust funds in Clio, allowing you to handle your accounts with greater confidence and clarity.

  • Clio Resource

    Custom Reports Best Practices Guide

    Resource

    This free guide shows you how to build custom reports that reflect your firm’s goals and measure progress.

  • Clio Resource

    Document Management Best Practices Guide

    Resource

    In this guide, you’ll learn how learn tips, tricks, and best practices to work smarter with documents in Clio Manage.

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  • Explore upcoming events

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  • Attend the largest conference in legal

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