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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Does your role involve billing in any way? Do you need to generate, edit, review, or apply payments to bills? If so, this is the course for you. Designed with users who are new to billing in Clio in mind, we'll walk you through the billing lifecycle in Clio so you understand the bill states, how to generate bills, how to edit and review bills, how to approve them, and how to record payments and credit notes. We'll also introduce you to the convenience of Clio Payments and how it can help your firm collect payment more quickly from clients.  This course is included in the Clio Manage Product Essentials program. Read More

In this course, we’ll examine some of the common legal industry challenges and insights as identified by the Legal Trends Reports published by Clio, with a focus on the legal client’s experience. Following a legal consumer’s journey, we will identify strategies you can implement to help address some of the pain points that legal consumers experience while they move through the their journey. We’ve categorize our suggestions based on the following stages of the consumer journey: Searching for a lawyer (awareness) When consumers reach out to a lawyer and law firm for the first time (consideration and decision) Working with and communicating with clients on a matter (case work and retention) The post-matter relationship (advocacy) This course aims to provide you with tools and strategies to help you elevate the client experience, while increasing demand for your services and creating efficiencies in your firm.  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 Manage   Read More

This course will introduce you to the basics of Clio's Documents system. This will include walkthroughs on how to upload folders and files and how to use document versions and comments. If you're new to Clio or unfamiliar with working with documents in Clio, this course is appropriate for you. We will also provide a quick introduction to Document Automation, Document Integrations, and E-Signature.  This course is included in the Clio Manage Product Essentials program. Read More

Description: Session #3 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will get you set up to start billing your clients — from ensuring that your activities are logged to customizing your bills and sending them out to clients electronically. Learn how to receive payment on your bills in Clio from a variety of sources. Billing in the cloud allows you to get paid faster and more reliably. Read More

Cloud technology can help lawyers achieve a better work-life balance, cut costs, and deliver better services to their clients.  Regardless of what technology you implement at your law firm, all lawyers are bound to their professional duties with regard to confidentiality rules. This course will help you determine whether cloud technology is right for your firm, and how it can support safe and ethical legal practice. This course is best suited to lawyers who are researching and considering using cloud technology and cloud based legal practice management software in their law firm. Please note: CLE credit is available to those lawyers admitted in Florida and will be provided after successful completion of the course quiz. Read More

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