Clio Turns Tasks Into Processes: Sample Settlement Process

Dec 9, 2014 By Peggy Gruenke, Certified Clio Consultant and Xero Certified This year, Clio introduced a new way to do tasks which, coupled with the Gmail integration, has pretty much brought a whole new level of organization, efficiency and productivity to getting work done with Clio. Task management was an area Clio needed to …

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