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 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 #2 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will provide you with the steps and best practices for managing your digital files and emails in Clio. Learn how to share documents securely with your clients and colleagues and request binding e-signatures. All first steps to moving towards a paperless practice. Read More

Session #1 in the Clio Quick Start Onboarding Series for our UK & EU customers. This 30 minute training session will set you up to start using Clio today — whether you are working from the office, from home, or anywhere else. Working in the cloud allows you to manage your practice anywhere and everywhere! Specifically, we will focus on the most important areas of your business: managing clients and matters, and recording your billable time. 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 will provide an overview of the use and functions of the Firm and Personal Dashboards in Clio Manage. Available to accounts on our Boutique, Elite, and EMEA subscription plans, the dashboards will provide at a glance metrics to assist with goal tracking and trend identification. Business owners, Administrators, Partners, and Managers will be able to use data to drive improvements to the business, while individual contributors can see and improve their own individual performance.  We expect that it would take 20 minutes to complete this course. Read More

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