This guide will give you the tools and resources to help prevent chargebacks and help you win disputes.
Guide
Even more payment options
A legal bill can be a significant expense for clients. Learn how payment options in Clio Manage, including payment plans, help clients manage costs,…
CHAPTER FOUR
Make paying easy for clients
When it comes to paying bills, convenience is key. Learn how to make it easier for your clients to pay you with Pay Now…
CHAPTER THREE
Bill more, even faster
Go one level deeper with Payments features in Clio Manage. Learn how to send more bills, to more clients, more quickly—while still maintaining a…
CHAPTER FIVE
Tailor billing to your firm
Your bill is an extension of your legal services and your brand. Learn how to create beautiful, personalized, easy-to-understand bills using Bill Themes in…
CHAPTER TWO
Manage client trust funds with ease
Payments in Clio Manage helps you take control of client funds in trust. Learn how you can request and disburse those funds with ease—while…
CHAPTER ONE
Streamline Client Intake Forms and Automate Documents with Clio
In this session you’ll learn how to create and generate document templates using merge fields in Clio Manage.
