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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.

  • Guides

    A Law Firm’s Guide to Data-Driven Success

    • Firm Performance
    • Billing, Payments & Collections

    This free guide uses industry averages for utilization, realization, and collection rates from the latest Legal Trends Report to provide a…

  • Guides

    A Lawyer’s Guide to Artificial Intelligence

    • Legal AI
    • Firm Performance

    Download Clio’s free guide to artificial intelligence for lawyers and get practical tips on how to leverage AI at your law firm.

  • Guides

    Client Intake: A Guide for Law Firms

    • Client Experience & Communication
    • Firm Performance

    Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and…

Welcome Kits

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

  • Guides

    A Law Firm’s Guide to Data-Driven Success

    • Firm Performance
    • Billing, Payments & Collections

    This free guide uses industry averages for utilization, realization, and collection rates from the latest Legal Trends Report to provide a…

  • Guides

    A Lawyer’s Guide to Artificial Intelligence

    • Legal AI
    • Firm Performance

    Download Clio’s free guide to artificial intelligence for lawyers and get practical tips on how to leverage AI at your law firm.

  • Guides

    Client Intake: A Guide for Law Firms

    • Client Experience & Communication
    • Firm Performance

    Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and…