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Getting Started with Accounting in Clio Manage

Ready to get started with Accounting in Clio? Learn how to get set up with this free checklist.

Feature Images Clio Manage Trust Accounting Get Started with Clio Accounting

Accounting plays a vital role in every law firm’s business—but you didn’t go to law school to become an accountant. That’s why every firm should have a simple, effective way to track income and expenses, get insights into firm performance, and ensure ongoing compliance.

Accounting functionality in Clio Manage provides law firms with the most intuitive way to manage firm finances and take control of their firm’s bookkeeping with confidence. In this checklist, you’ll learn everything you need to know about getting started with Clio, including:

  • Setting a date to start using Clio’s Accounting tools
  • Reviewing recommended setup tasks
  • Exploring key features
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