Welcome to Clio Academy

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

This course is designed for Grow users who will need to create document templates to generate letters or documents that include contact and matter-specific information. We will guide you through the process of creating your template using best practices and help you understand the difference between a text editor template and a PDF template. We will also show you how to prepare and send your document to your leads and clients.  Read More

This course is designed for all Grow users who want to better understand how matters are managed in Clio Grow. We will review the following topics: What information you can expect to see on a Matter information page How to add and manage workflow items on a matter What is a workflow template and how to create one How matters in Grow can work with matters in Clio Read More

This course is designed for administrators and business owners who will be running reports in Clio Grow. We will provide you with an overview of the reports available in Clio Grow, how they work, the field inputs they rely on, and some of the questions they can answer for your firm. We’ll also provide you with some best practices to ensure that you get the most of out these reports so you’re better equipped to make informed business decisions and have better insight into the effectiveness of your firm’s growth strategy. This course will review the following: The purpose of the Matter and Referral Reports Best practices for field set up Best practices for data entry Overview of the contact and matter lists 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