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This learning path will empower you to take control of your firm's financial health with smart billing strategies.
By fine-tuning your firm’s financial management from tracking your time and invoicing clients to collecting payments, you’ll not only free up valuable time but also provide a better client experience.
In 2.5 hours, you’ll learn how to:
- Set up efficient billing preferences and customize invoices to improve client satisfaction
- Streamline your billing process and explore modern payment solutions to save time
- Master time tracking and explore best practices for managing your firm’s financial operations
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Become a Clio certified administrator
Put your Clio knowledge to the test by taking the Clio certified administrator exam, designed to deepen your understanding of Clio’s features while demonstrating your expertise to your firm and clients.
By taking the exam, you’ll:
Deepen your understanding of Clio’s features
Get Certified
Put your skills to the test from handling bills to optimizing workflows
Enhance your professional credentials with a certified administrator badge