Skip to content

Guides and templates

Get best practices that help you take your practice to the next level.

Best Practice Guides

Learn how to get the most out of Clio's most popular features.

Swipe

Skip content
  • 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…

  • Matter Stages Best Practice Guide Meta

    Matter Templates Best Practices Guide

    Resource

    Learn how to use matter templates to prevent errors and ensure consistency—every time a new matter is created.

  • 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.

  • 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 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.

  • 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.

  • See More

Welcome Kits

Get set up for success with Clio’s products and features.

Swipe

Skip content
  • Clio Resource

    Get the most out of Clio Payments: Welcome Kit

    Resource

    Learn how to get the most out of your new payment processing solution.

  • WELCOME KIT Get the most out of Manage AI Clio. Two women at a laptop, showing a menu with AI functions: + Create, Catch up on a matter, Help me write, ? Ask a question, Analyze documents, and a box for Automated Billing with two entries: Oct 21 00187-Davis Clark Davis and Oct 25 00187-Smith John Smith.
    WELCOME KIT Get the most out of Manage AI Clio. Two women at a laptop, showing a menu with AI functions: + Create, Catch up on a matter, Help me write, ? Ask a question, Analyze documents, and a box for Automated Billing with two entries: Oct 21 00187-Davis Clark Davis and Oct 25 00187-Smith John Smith.

    Get the most out of Manage AI: Welcome Kit

    Resource

    Get everything you need to successfully master your new legal AI capabilities.

  • Welcome Kit_Meta Image_Clio File

    Get the most out of Clio File: Welcome Kit

    Resource

    You’ve signed up for Clio File—now what? This welcome kit is your guide to successful e-filing.

  • Clio for Clients Guide For Law Firm Clients

    Clio for Clients: Guide for Law Firm Clients

    Resource

    This guide shows law firm clients how to use Clio for Clients to securely communicate and collaborate with their lawyer.

  • See More