Clio Manage Videos
This channel contains a library of every training video for Clio Manage.
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Administrative and Account Setup
Account and Subscription Management Overview
How to Create Your Bank Accounts
How to Setup Online Payments in Clio Manage
How to Create Custom Fields
How to Create Custom Field Sets
How to Create and Manage Text Snippets
How to Search in Clio
How to Enable Two Factor Authentication
How to Setup Court Rules
Overview Videos
Session 1 - Start Using Clio Manage Today
Session 2 - Fast Track to a Paperless Practice with Clio Manage
Session 3 - Billing for your Work
Session 4 - Getting Paid Quickly and Reliably
Session 5 - Collaborating and Client Experience in the Cloud
Clio Complete Overview
Clio Manage Overview
Contacts and Matters
Contacts Overview
How to Create a Contact
Matters Overview
How to Create a Matter
How to Edit, Close, or Delete a Matter
Time and Expenses
How to Create Time and Expense Entries
Expense Overview
How to Run a Timer
How to Associate Time Entries with Your Activity and Resources
Contingency Fee Workflow Overview
Non-Billable Time Entry Overview
Billing
How to Generate a Bill
How to Edit a Draft Bill
How to Approve Bills
How to Share Bills
How to Delete or Void a Bill
How to Record a Direct Payment
How to Receive Clio Payments
How to Record Trust Transactions
How to Create a Trust Request
Outstanding Balance Overview
Payment Plans Overview
Trust Reconciliation Overview
Evergreen Management Overview
Bill Message Templates Overview
Automated Bill Reminders Overview
Bill Themes Overview
Generating Multiple Bills
Clio Payments
Clio Payments Overview
How to Collect Online Payments in Clio Manage
eCheck (ACH) Payment Overview
How to Set up Online Payments in Clio Manage
Saved Payment Methods
Clio Payments Overview (Payments Enablement Appcue: Dashboard)
Clio Payments Canada - Migration
Clio Payments Canada - Non-migration
Calendar and Tasks
Clio Calendar Overview
Tasks Overview
How to Assign a Task List
How to Create a Task List Template
How to Add a Court Rule
Advanced Tasks Overview
Text Notifications for Calendar Events
Communications
How to File Emails into Clio Manage
How to Send a Secure Message
Outlook Add in Setup
Outlook Add in Overview
Text Messaging Overview
Documents
How to Upload and Download Documents
Full Text Search
How to Install the Clio Launcher
How to Use the Clio Launcher
How to Collect e-Signatures
Clio Drive Setup (PC)
Clio Drive Setup (Mac)
Clio Drive Overview
Clio Drive Overview for Mac
Clio Drive Overview for PC
Document Automation
How to Create a Template for Document Automation
How to Upload a Template
How to Generate a Document from Template
Mobile
Mobile Overview Video (iOS and Android)
Clio Connect
Clio For Clients App Overview - Clients Perspective
Clio For Clients App Overview - Firms Perspective
What is Clio Connect?
How to Share Resources using Clio Connect
Welcome to Clio Connect
Clio Connect: Co-counsel Perspective
Integrations
QuickBooks Online Integration Overview
QuickBooks Online: Hard Cost Importer
Office 365 Email Add-in Overview
How to Install Clio's Gmail Add-on
Google Calendar Integration Overview
Google Drive Integration Overview
Microsoft Teams Integration Overview
How to Setup the Microsoft OneDrive Integration
Zoom Integration Overview
Xero Integration Overview
Dialpad Integration Overview
NetDocuments Integration Overview
How to Setup the Dropbox Integration
QuickBooks Online Trust Check Printing Overview
Reports
Deposit Report Overview
Tips and Tricks
How to Use Voice to Text Dictation on iOS
Clio Manage Videos