Clio Setup and Training

Current Clio User looking for ways to improve how you are using Clio? Let us work with you to get the most out of this tool you invested in to help manage your law firm.

New to Clio? Give us call to setup a Demo.

CPN Legal is a Gold Certified Clio Consultant specializing in:

  • Clio Trust Accounting
  • Workflow Design and Setup
  • Custom Field Building
  • Document Creation/Automation
  • Integrating Applications with Clio
  • Staff Training

We highly recommend reviewing the link below, for more information on what Clio can do for you: 

Getting Started in Clio: Your First 30 Days: Clio Getting Started