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 Quick Start Onboarding Series is designed for our UK & EU customers and what you need to know to start using Clio in less than 2 hours. Split into 4 sessions at 30 minutes each and covering everything you need to know to move your firm to the cloud today. This bundle includes: CM16 UK & EU Quick Start Onboarding #1 - What You Need to Know to Start Using Clio Today CM17 UK & EU Quick Start Onboarding #2 - Fast Track to a Paperless Practice CM18 UK & EU Quick Start Onboarding #3 - Billing in the Cloud & Getting Paid CM19 UK & EU Quick Start Onboarding #4 - Building Relationships and Delivering Great Customer Experiences in the Cloud 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 Getting Started bundle will cover the core fundamentals of Clio Manage: Account setup, contact and matter management, timekeeping, tasks, and billing. This is ideal for anyone who is new to Clio and wants to be up and running quickly, for firms training a new employee, or if you need a refresher on the very basics. This bundle includes: CM01 Account Management and Setup CM03 Contacts CM03 Matters CM05 Activities CM06 Billing CM09 Tasks These are the same courses included in the Clio Manage Product Essentials. 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 bundle focuses on the core Clio Practice Management features that an attorney or lawyer would need in their day to day work. This includes the following mini-courses: CM04 Matters CM05 Activities CM07 Calendars CM08 Communications CM09 Tasks CM10 Documents If you want to add other courses or you don't need all of the ones included in this bundle, you can use the enroll or unenroll options as you need.  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 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 GC08 Matters & Matter Workflows CG09 Reports 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 Practice Management. 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: CM03 Contacts CM04 Matters  CM05 Activities CM07 Calendars  CM08 Communications CM09 Tasks CM10 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 Manage (CM01-CM15). 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 Manage'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

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