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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In this quick course, we will introduce you to integrations and the value that they can help provide to your firm. We will highlight some choice integrations and show you where and how you can find all of Clio's integration partners and learn what they do. This course is included in the Clio Manage Product Essentials 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.  This course is included in the Clio Manage Product Essentials program. 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 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 provides an overview of Clio Scheduler, an online appointment scheduling tool that enables potential clients to instantly book appointments with a law firm, replacing the need to book appointments by phone or email. We will cover how your firm can use Scheduler, review the setup and options, and provide insight into the experience on your clients' side.  Please note that Clio Scheduler is available to customers with both a Clio Grow and Clio Manage account.  Read More

Session #4 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will provide you with the tools and strategies for collaborating with clients and colleagues in the cloud. Learn how to provide an excellent client experience even when you can’t meet face to face. And maintain effective professional relationships with staff and colleagues no matter where you are. Read More

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