Clio Customer Training

Billing & Client Accounting in Clio

Live and recorded Clio training for billing best practices in Clio, as well as tips and techniques for using the Operating and Client accounts.

Recorded training, now available on-demand.

Join this Clio training session to learn best practices with Invoicing in Clio. We will also be looking at using the Operating and Client account.

This training session will cover:

  • Billing workflow
  • Applying discounts/write offs
  • Client funds request
  • Adding funds to the client account/matter

Duration: 45 minutes: 30 minute demonstration + 15 minute Q&A

Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!

Provide feedback and suggest training topics:

We have more free and live training webinars in the works. If you’d like to suggest topics or there are areas of Clio you’d like more help with please let our Manager of Customer Success, Lisa Hampel know at [email protected].

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