Clio Matter Templates: How to Build Practice-Area Workflows That Scale | XPRTS

How to build Clio Manage matter templates for each practice area — task lists, document checklists, custom fields, and calendar rules that create consistency across your entire caseload.

Clio Billing Automation: How to Set Up Invoicing That Runs Without You | XPRTS

How to configure Clio billing automation — automated invoice generation, online payment integration, and payment reminder sequences that drive 98.5% collection rates.