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What Is an IOLTA Account? A Comprehensive Guide

Need a primer on IOLTA accounts? Read this blog post to learn more about IOLTA accounts, their history, and how Clio makes trust and…

Article 6 minutes well spent
Clio Resource

Client Intake: A Guide for Law Firms

Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and automating client intake.

Guide
Client Intake - A Guide for Law Firms

Get Your Finances Right From the Start: A Checklist for Launching Your Law Firm

Download Clio’s free checklist to uncover the financial steps every new firm should take to set themselves up for long-term success.

Guide
Get Your Finances Right From The Start Checklist

How Medina McKelvey LLP improved their collections by 3 weeks with Clio

The Medina McKelvey team uses Clio to streamline processes, simplify workflows, and, ultimately, grow their practice.

Customer Story
Medina McKelvie

Rules of Evidence Cheat Sheet

Take your courtroom tactics and strategies to the next level with our handy rules of evidence cheat sheet (with examples)!

Article 7 minutes well spent
A lawyer fending off deposition objection speech bubbles.

Confidential Email Disclaimers (Examples and Template Included!)

A strong confidential email disclaimer is key to helping keep sensitive communications private. Get tips and examples here.

Article 8 minutes well spent
Graphic of submitting form SS-4 with the IRS online.

Personal Injury Template Guide: From Retainer to Settlement

Every personal injury case (and personal injury client) is different. Despite this, most cases follow a similar trajectory. In this guide you’ll start by…

Guide
Personal Injury Template Guide: From Retainer to Settlement
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