Clio

Articles

Client Balances and Accounts Receivable IOLTA Draws

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.

Manage Client Trust Balances with Clio Matter Balance Summary Report

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 Prepaid Flat Fee Process - Matter, Invoice, and Payment

by

Paul W Carlson, CPA

Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment

Generate an invoice within Clio for prepaid flat fees.

Clio Matter Budgets - Summary Management Report

by

Paul W Carlson, CPA

Clio Matter Budgets - Summary Management Report

Learn how to use Excel to make your budget summary report.

Clio Matter Budgets - Options and Example Management Report

by

Paul W Carlson, CPA

Clio Matter Budgets - Options and Example Management Report

Review the options available to run budget reports.

Clio Consultation Invoices and Payments

by

Paul W Carlson, CPA

Clio Consultation Invoices and Payments

Learn how to create a consultation invoice and payment within Clio.

Aggregate IOLTA Draws in Clio

by

Paul W Carlson, CPA

Aggregate IOLTA Draws in Clio

Making IOLTA trust account draws.

Clio Billing Rates: Scale Cleaner, Protect Revenue

by

Paul W Carlson, CPA

Clio Billing Rates: Scale Cleaner, Protect Revenue

Learn the decisions, timing, and guardrails behind hourly billing rates in Clio so your rate structure remains stable, compliant, and straightforward to verify.

Client Invoice Guide for Law Firms Using Clio

by

Paul W Carlson, CPA

Client Invoice Guide for Law Firms Using Clio

Understand the strategy, timing, and controls behind client invoicing in Clio so your billing stays predictable, compliant, and easy to reconcile.

Clio Trust Requests for Retainers or Advance Fees

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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