Clio Setup and Training

If you are a current Clio user and looking for ways to improve how you are using Clio, we can work with you to get the most out of this tool you invested in to help manage your law firm.

If you are new to Clio and would like to setup a demo,give us call to setup a demo or download a trial here.

CPN Legal is a Gold Certified Clio Consultant and specializes in Clio trust accounting, setting up workflows, setting up custom fields, automating document creation, integrating other applications with Clio, and training your staff. For Clio setup and training, we can work remotely with you and your staff.

Download my paper here: 

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

If you are considering Clio for your practice, give us call to setup a demo or start a trial here.