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#ClioTraining Tip: Viewing Other User’s Tasks

Life gets busy, so it’s important to have an overview of exactly who has been tasked with what in order to keep on top of Matters. While the default task view in Clio is tasks that have been assigned...

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#ClioTraining Tip: Pre-billing With Clio

Pre-billing can be a convenient way of submitting Time and Expense entries for approval without having to generate actual bills (which would require the bills then be deleted and re-generated after...

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#ClioTraining Tip: Using Interest Calculations

Our new automated Interest Calculations feature has rolled out to great fanfare from our user base, and we’re happy to give you an introduction to the features on our #ClioTraining tip this week. To...

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#ClioTraining Tip: Taking your Clio Calendar on the Go

Want your Clio Calendar accessible from any device while you’re on the go? While we recently released our iOS app, giving iPhone users the ability to access their Clio Calendar from within the...

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#ClioTraining Tip: Limiting New Bills by Date

Billing time, the happiest time of the month, is upon us once again! If you’re generating bills right now, you’re probably wondering how to exclude Time Entries added during the first week of this...

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#ClioTraining Tip: User-Specific Firm Feeds

Whether you have an unmotivated employee you’re trying to keep tabs on or you’re frantically hunting for a change you made within Clio, Clio’s user-specific Firm Feeds are an excellent way to see a...

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#ClioTraining Tip: Paying Down Multiple Invoices

A hypothetical (or not) situation: your client has been letting their bills pile up, preferring instead to pay a lump sum once the billed amount has hit a certain threshold. Locating the individual...

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#ClioTraining Tip: Updating the Matter Display Number

Whether a client has changed their name, a typo was made when the contact was created within Clio, or you simply wish to update the Matter name with further information in the description, there’s an...

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#ClioTraining Tip: Christmas Card Edition – Exporting a Contact List

Client Christmas cards are a simple, thoughtful way to thank your clients for their business. With the holiday season upon us, many firms are wondering how they can extract their contact information...

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#ClioTraining Tip Year In Review

With the end of another year closing on us, we’ve assembled an entire year’s worth of our series of #ClioTraining tips here for your reference. Whether you’re new to Clio, or a seasoned veteran, you’re...

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