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 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 Manage   Read More

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. We’ll also review how public intake forms can help automate some of your intake workflow and bring ease to your leads. Lastly, we’ll do a high-level review of the Lead Inbox and how it works. 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

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