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Getting Started with Clio Accounting

Ready to get started with Clio Accounting? Learn how to get set up with this free checklist.

Feature Images Clio Manage Trust Accounting Get Started with Clio Accounting

Accounting plays a vital role in every law firm’s business—but you didn’t go to law school to become an accountant. That’s why every firm should have a simple, effective way to track income and expenses, get insights into firm performance, and ensure ongoing compliance.

Clio Accounting provides law firms with the most intuitive way to manage firm finances and take control of their firm’s accounting with confidence. In this checklist, you’ll learn everything you need to know about getting started with Clio Accounting, including:

  • Setting a date to start using Clio Accounting
  • Reviewing recommended setup tasks
  • Exploring key features
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