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Clio
Articles
Clio
by
Paul W Carlson, CPA
Client Balances and Accounts Receivable IOLTA Draws
Learn the best way to standardize your billing process to avoid unpaid balances from customers.
Clio
by
Paul W Carlson, CPA
Weekly Billable Dollar Report from Clio
Weekly Billable Dollar Report from Clio
Clio
by
Paul W Carlson, CPA
Matter Balance Summary Report - Manage Clio IOLTA Balances
Matter Balance Summary Report - Manage Clio IOLTA Balances
Clio
by
Paul W Carlson, CPA
Manage Client Trust Balances with Clio Matter Balance Summary Report
Manage Client Trust Balances with Clio Matter Balance Summary Report
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Introduction
Leads Report from Clio Grow - Introduction
Clio
by
Paul W Carlson, CPA
Leads Report from Clio Grow - Custom Fields
Leads Report from Clio Grow - Custom Fields
Clio
by
Paul W Carlson, CPA
Flat Fee Immigration Invoices in Clio - Step 2 - Apply IOLTA Funds
Dive into step two of the flat fee invoice process, applying IOLTA funds.
Clio
by
Paul W Carlson, CPA
Flat Fee Immigration Invoices in Clio - Step 1 - Client Intake
Review the first step in preparing flat-fee immigration invoices and recording the IOLTA deposit.
Clio
by
Paul W Carlson, CPA
Clio Subcontractor Billing Process
Learn how to stay up to date with subcontractors in Clio.
Clio
by
Paul W Carlson, CPA
Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment
Generate an invoice within Clio for prepaid flat fees.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Summary Management Report
Learn how to use Excel to make your budget summary report.
Clio
by
Paul W Carlson, CPA
Clio Matter Budgets - Options and Example Management Report
Review the options available to run budget reports.
Clio
by
Paul W Carlson, CPA
Clio IOLTA Daily or Weekly Review
Keeping Clio trust account balances updated and correct throughout the month.
Clio
by
Paul W Carlson, CPA
Clio Consultation Invoices and Payments
Learn how to create a consultation invoice and payment within Clio.
Clio
by
Paul W Carlson, CPA
Billable Dollars from Clio
Implement best practices in pulling a Billable Dollars report from Clio.
Clio
by
Paul W Carlson, CPA
Aggregate IOLTA Draws in Clio
Making IOLTA trust account draws.
Clio
by
Paul W Carlson, CPA
Billing Rates in Clio
Join us in learning how to set and edit billing rates in Clio.
Clio
by
Paul W Carlson, CPA
Creating Client Invoices in Clio
Walk through best practices in sending client invoices while using Clio.
Clio
by
Paul W Carlson, CPA
Billable and Collected Time in Clio
Learn the ins and outs of calculating billable hours and running related reports.
Clio
by
Paul W Carlson, CPA
Clio Trust Requests for Retainers or Advance Fees
Join us in learning about the best way to request advance retainers using Clio.
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