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Keefe, Campbell, Biery & Associates, LLC

THE ONLY GOOD FILE IS A CLOSED FILE

Clio Software Questions and Concerns

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  • Yes, there will be training, you will not be left to fend for yourself. 😊

  • There is no general tutorial as Clio is used differently by all firms. If you want to see what it looks like, for a visual reference, you can take a look at this video. But please remember, just because you see it being used in the video, does not mean we are using it, or that we are using it the way it is being shown. There are different segments of Clio –  some things we wont be using, and other things that we will be using, aren’t shown in this video  –

    https://www.youtube.com/watch?v=9z5V9Vu8tg4

  • I do not have a set launch date yet. There are a lot of moving pieces with this project/migration. I will let you know as soon as I have dates for things.

  • The goal is to be in production by the end of March.

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