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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 use Clio to help you stay on track with your firm's tasks, completing your to-do lists, and keep…
In this session learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and collect…
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…
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…
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…
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…
