Lending Topics
Copy/Loan Defaults
As you process Lending requests the copy and loan default settings can simplify your updating steps.
Triaging New Lending Requests
When you have new lending requests Clio helps you review them and add information to the records before printing pickslips
Getting New Lending Requests From Docline
When you get new requests in Docline you'll need to use the browser extension to tell Clio about them
Updating Lending Docline Requests
Once you've updated lending requests in Clio, you'll need to use the extension to update Docline as well.
Billing Options for Lending Requests
Clio can use billing options such as IFM or EFTS and can also maintain its own accounts