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Posts Tagged: ‘Clio’

New Clio Updates

In January and February, 2016, the Clio app saw a number of updates. View Bills on the Clio Android App Bill Themes UI Refresh Communications Tab Refresh – Trial A/B Test Statements of Account by Responsible Attorney iOS Notifications for Clio Secure Messages and Calendar Invites.   View Bills on the Clio Android App Users […]

Why Clio Works for You

Happy 2016 everybody! It’s a new year, and with that comes a new opportunity to clean your slate and have a fresh, new start. Many of you have even set short-term and long-term goals (or “resolutions”) for your law practice, and that’s great news to hear. So now that you have planned your work, you […]

Thursday Tips and Tricks: Clio – Creating a Contact

Creating a contact with Clio When first using Clio, you have the option to add two different types of Contacts: Person Contacts and Company Contacts. Here is how you can manually create a Contact in Clio: Click on the “Contacts” tab in Clio. Depending on whether you want to set up a company or an individual, […]