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In this session, you’ll learn how to set up and use Clio Manage to run your practice remotely, how to record billable time, and how…
In this session, you’ll learn how to manage digital files and emails in Clio Manage, how to share documents securely, and how to request binding…
In this session, you’ll learn how to start billing your clients remotely to get paid faster—from tracking activities to customizing and sending bills to clients…
In this session you’ll learn the strategies for getting paid quickly and reliably in the cloud, including how to receive credit card and trust account…
In this session learn how to use Clio to help you stay on track with your firm's tasks, completing your to-do lists, and keep your…
In this session you’ll learn how to create and generate document templates using merge fields in Clio Manage.
In this session learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and collect e-signatures.