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 course is designed to help guide current Clio users with connecting their Clio account with Clio Grow. We will explain the value you get our of connecting Grow and Clio, how to set up the integration, how to sync custom fields, how to sync your Clio calendar, and how to export your leads from Grow to Clio.    Read More

This course is designed to guide you through the basics of client intake using best practices. We’ll review how to use the Quick Intake, Quick Form, and Quick Appointment intake options and how they fit into the best practice of creating contacts and matters at the same time. If your role includes performing client intake, you should find this course to be valuable.    Read More

This course will take you through the process of creating, sending, and reviewing intake forms in Clio Grow. This includes: Creating a basic intake form using best practices Connecting form fields to contact and matter custom fields Preparing a form to be sent to a contact via email or filled out immediately Downloading and exporting the completed form information    Read More

This course will take you through the process of creating a document template from a PDF file or Microsoft Word document in Clio Grow for the purpose of automating document creation and for requesting all necessary signatures. This includes: Covering when it would be appropriate to create a template from a PDF or Word document and when you should use Grow's text template editor instead Creating a document template in the PDF template editor Adding merge fields to a PDF template Adding e-signature fields to a PDF template Preparing a document for e-signature from a PDF template and sending it to signers via email Uploading a PDF for a one-time signature and sending it to signers Downloading and exporting signed documents     Read More

This course is designed for Grow users who will need to create document templates to generate letters or documents that include contact and matter-specific information. We will guide you through the process of creating your template using best practices and help you understand the difference between a text editor template and a PDF template. We will also show you how to prepare and send your document to your leads and clients.  Read More

This course will cover the basics items that you should set up in your account before your firm gets started in Clio. We'll also review how to manage your account subscription and users. This will ensure that you do not hit any roadblocks in your workflows.  Although the content is mostly geared towards account administrators, everyone can find value in this.  Read More

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