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home know a firm that would love clio refer them this summer and earn 500 when they sign up skip to main content articles english united states english europe english australia welcome to the clio help center how can we help you search our knowledge base for answers to common questions common search topics billing client portal agentic mode for first time users additional resources guides training and support account settings manage firm and user settings accounts set up and manage operating and trust accounts record and transfer funds and handle trust requests to keep firm and client finances accurate in clio manage activities time entries expenses and rates appointments and clio scheduler schedule and manage appointments billing bill clients collect payment and adjust balances in clio manage calendars manage and maintain calendars and events clio accounting clio desktop app sync files from your desktop clio for clients secure client communications through portal access clio for co counsel grow ai ai powered tools to help your firm capture screen and convert leads clio draft clio manage ai features clio file clio work ai powered legal research analysis and case strategy clio grow agenda communications send receive and manage texts emails and internal messages contacts custom fields documents prepare fill and manage your documents e signatures get started set up and navigate clio integrations intake forms legal aid legal aid matter management matters create edit and manage your matters migrations mobile app notes manage contact and matter notes all categories see all categories and articles quick links still have questions for immediate answers connect with our new ai support agent available 24 7 directly in our in app chat learn more you can also get personalized support from the largest and most experienced team in the industry our experts are available 24 hours a day 5 days a week find out how to get in touch products clio manage clio grow clio draft clio work clio for clients integrations pricing features client intake billing and collections case management document management task management what s new see all features resources all upcoming events customer stories clio cloud conference legal trends report compare clio blog start a law firm community customer community bar associations incubator program referrals academic access certified consultants company about us our mission leadership careers news press support developer hub find a consultant clio academy sitemap subscribe 2008 2025 themis solutions clio legal software terms privacy policy legal service facebook twitter youtube linkedin instagram return to top https www clio com resources quick start sessions hc theming_assets 01jn4h56sp898g5wmrkwp3stqg live training sessions learn clio faster with live interactive training get the essential skills to manage your practice efficiently whether you re just starting or refining your workflow custom https community clio com utm_source help center utm_medium home link hc theming_assets 01hzpma8vbt023z0njk5mf4x8w customer community connect with fellow clio users get answers to your questions and stay informed about new features and pilot programs custom https clioacademy learnupon com catalog hc theming_assets 01jn4rbvn31en2ccm1d4tvhz5j clio certification build expertise in legal practice management with courses designed to enhance your skills improve efficiency and deepen your understanding of clio billing client portal write off