CPN Blog

Making the Most of Your Budget

This month, we’re sharing a few of our favorite budgeting tips. Bookkeepers and accountants love a good budget.  Not sure how to use it? Here are 5 best practices to get you started! Link your budget to your firm’s overall workflow. There are a lot of potential applications to this tool. Focus on the pieces …

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Clio Tip: Using Court Rules

Before adding rules to a Matter, you will have to select a list of up to 10 jurisdictions and configure the Court Rules default settings. For instructions on configuring Court Rules settings, click HERE. Adding and Managing Court Rules on a Matter You can add a Court Rule from the main Calendar screen, or the Calendar tab of a …

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