Learn how to avoid duplicate data entry in TrustBooks by pulling your information from Clio. We cover how to setup the Clio integration, how to do onboarding from Clio, and the daily/monthly workflows for easy and compliant legal accounting.
Learn how to avoid duplicate data entry in TrustBooks by pulling your information from Clio. We cover how to setup the Clio integration, how to do onboarding from Clio, and the daily/monthly workflows for easy and compliant legal accounting.
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