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 will introduce you to the basics of Clio's Documents system. This will include walkthroughs on how to upload folders and files and how to use document versions and comments. If you're new to Clio or unfamiliar with working with documents in Clio, this course is appropriate for you. We will also provide a quick introduction to Document Automation, Document Integrations, and E-Signature.  This course is included in the Clio Manage Product Essentials program. Read More

Description: Session #3 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will get you set up to start billing your clients — from ensuring that your activities are logged to customizing your bills and sending them out to clients electronically. Learn how to receive payment on your bills in Clio from a variety of sources. Billing in the cloud allows you to get paid faster and more reliably. Read More

Cloud technology can help lawyers achieve a better work-life balance, cut costs, and deliver better services to their clients.  Regardless of what technology you implement at your law firm, all lawyers are bound to their professional duties with regard to confidentiality rules. This course will help you determine whether cloud technology is right for your firm, and how it can support safe and ethical legal practice. This course is best suited to lawyers who are researching and considering using cloud technology and cloud based legal practice management software in their law firm. Please note: CLE credit is available to those lawyers admitted in Florida and will be provided after successful completion of the course quiz. Read More

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

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