#cliotraining Tip: 10-Step Clio Setup

We’ve covered some nitty-gritty details in previous #cliotraining tips,  so we thought it would be a good idea to take a step back and point you to the 10-Step Clio Setup. We recommend all users complete these steps to help save time and avoid confusion down the road as your practice grows.

The 10-Step Clio Setup:

  1. Determine what browser you’re using, and make sure it is up-to-date.
  2. Set up any additional users and their  permission levels (Account Administrators Only).
  3. Set up your Trust and Operating accounts.
  4. Add your firm logo so you can brand your invoices.
  5. Explore the Settings in Clio.
  6. Set up Activity Descriptions so you can track your time.
  7. Share your Calendar with others in your firm.
  8. Create and customize your Bill Theme.
  9. Set up your contacts/clients.
  10. Set up your client matters.

And that’s it! Be sure to check out our Clio 10 First Steps video, too.

Got a tip to share? Let us know. We’d love to hear them!