FREE GUIDE

Document Management Best Practices

Learn tips, tricks, and best practices to work smarter with documents in Clio Manage.

“Clio allows for solid, structured file and document management from any computer with internet access.”

Chris Watkins, Cheeley Law Group

  • Securely access, edit, store, and share your case files from anywhere within Clio.

    In this free guide, you’ll learn:

    • Best practices for file management to increase your efficiency and make finding and working with documents a breeze
    • How to easily combine documents right in your matter—no need for third party tools
    • All the different ways you can share documents from Clio Manage, both internally and externally

     

    Get the Guide