CLIO Integration

Getting Started

• Registration
• Firm integration
• Data Sync

Setup

• Billing
• Users
• Employee Setup

Dashboard

• Home
• Clients
• Matters
• Financials
• Productivity
• Trust

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Frequently Asked Questions

• How is pricing determined?
• How much time does it take to sync CLIO?
• How do I add multiple firms?
• Does each user have to create their own firm?