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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Upcoming Sessions

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In this course, we'll introduce you to the accounts system in Clio used for recording transactions and managing trust and operating account balances. This course will cover accounts best practice, how to set up accounts, and how to record transactions. If you're new to Clio and will be working with account transactions and trust and operating accounts, this course is a good fit for you.  This course is included in the Comprehensive Clio Onboarding program.    Read More

This course will cover the basics of creating and managing Contacts in Clio. The content level is geared towards those who are new to using Clio and will help you get started with using Contacts quickly and easily. This course is included in the Comprehensive Clio Onboarding Program. Read More

Matters are central to how information is linked in Clio. Appropriate for new Clio users, this course will teach you the basics of creating and using matters in Clio. We'll also cover topics such as creating and editing matters, matter billing, understanding the matter dashboard, among others.  Read More

Perfect for new users, this course will show you how to record time and expenses in Clio quickly. You will also learn about activity categories, all the areas where you can add time in Clio, and how to filter your activities. Read More

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 Comprehensive Clio Onboarding program.  Read More

Appropriate for new Clio users, this course will review the Clio calendar and its functionality. We will cover topics such as creating and managing calendar events, creating new calendars, and calendar sharing. Read More

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