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.

Learn More

Upcoming Sessions

See All Upcoming Sessions

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

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

Shopping Cart

Your cart is empty