1. Live recording from February 2016

    This webinar demonstrates the intake to invoice steps when retaining a new client and includes:
    - Adding a new contact
    - Adding a new matter
    - Retainers
    - Adding time and expense activities
    - Adding documents
    - Sharing resources via Clio Connect
    - Reports
    - Generating invoices

    # vimeo.com/68327871 Uploaded 12.8K Plays 0 Comments

Office software

Donald Walsh

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