Welcome to Clio Academy

Get the most out of the leading legal practice management platform with in-depth education on how to use Clio and improve your practice. Choose from the courses below based on topics that interest you.

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This Clio Grow course bundle is designed for firms and users who are new to using Clio Grow. We will cover the basics of the core features so that you are able to get started with using Grow to manage your leads and client intake process. This bundle is ideal for anyone that will be using Grow in your firm. The mini-courses included in this bundle are: CG01 Clio Grow General Overview CG02 Clio Grow Account Setup CG03 Connecting Grow to Clio CG04 Clio Grow Quick Intake CG05 Clio Grow Forms Creation CG06 Clio Grow Creating Document Templates for E-Signature From a PDF or MS Word Document CG07 Clio Grow Creating Document Templates Using the Text Editor These are the same courses offered individually on Clio Academy.  Read More

This bundle is designed for support staff working as Paralegals or Legal Assistants and using Clio. Should your role have any additional duties, you can enroll in any other courses as appropriate. If you don't require all of these topics, you can unenroll from those individual courses. The following mini-courses are included: CL03 Contacts CL04 Matters  CL05 Activities CL07 Calendars  CL08 Communications CL09 Tasks CL10 Documents Please note that the courses above are the same individual courses you can select in the Clio Academy catalog and shop. Did we miss a course that should be included? Is there anything you'd like to see in the future? Let us know at certifications@clio.com. Read More

This program will take you through the core set of 15 mini-courses that cover all of the major features in Clio (CL01-CL15). This program is suited for you if you're a solo attorney, new to Clio, an office administrator and manager, or looking for a comprehensive refresher on all of Clio's major features. You'll earn a Clio Product Essentials certificate for completing this program. Set yourself 6-8 hours in total to complete the program. You can start and pause as you need to.  Read More

This course examines some of the common legal industry problems suggested by the 2017 Legal Trends Report (LTR) and offers some practical suggestions for tackling these problems in your own practice.  The issues that this course explores includes: Setting targets to understand the financial health of your business Prioritizing billable work and minimizing interruptions Calculating the return on investment of your client acquisition efforts Improving your collection rate If you haven’t done so already, download the 2017 Legal Trends Report for free and review it before beginning this course. Read More

This course is designed to provide you with a general overview of Clio Grow, the CRM (client management) component to Clio. We’ll cover: How Grow helps you manage your lead pipeline  The components of the Grow interface  An overview of the core features are  How Grow can work with your Clio Practice Management account  Read More

This course will take you through the process of setting up your Clio Grow account for success. This includes: Adding users Syncing your email and calendar Customizing your contacts and matters Creating workflow and email templates Adding custom fields - and how to use custom fields with forms and documents An overview of the components of Grow that work directly with Clio   Read More

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