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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This course will walk you through how and why recording communications are important and show you how to create records of phone calls and emails in Clio. We will also show you how to file emails to Clio and introduce you to the Clio for Gmail Chrome extension and the Outlook Add-in. Lastly, we'll show you how to use secure messages and why you should consider using them over email where sensitive information is concerned. Read More

In this course, we will cover the tasks feature in Clio. Tracking your tasks can help you and your firm ensure that important assignments are not left behind. You'll learn how to create, assign, and filter tasks in your account. We will also introduce you to the Task List feature which will save you time and reduce errors by allowing you to create a template of tasks for common workflows.  Read More

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 and Document Integrations.  This course is included in the Comprehensive Clio Onboarding program.  Read More

In this course, we'll cover the basics of how to use the global search in Clio and how to understand and navigate the search results page.  This course is included in the Comprehensive Clio Onboarding program.  Read More

This course will introduce you to the general reporting features that Clio offers. While we won't be going in-depth into what each report does, you will come out with a good understanding of the types of reports that are available.  The topics that we will cover in this course include an overview of the types of reports available, how to leverage CSV formatted reports, and where to find Clio export options. This course is included in the Comprehensive Clio Onboarding program.  Read More

Clio Connect is an external facing portal that your firm can use to share resources and communications with clients and co-counsel. This course will introduce you to what the Clio Connect portal is and how your firm can get the most out of it. We will show you how to share resources, matters, and show you what the experience looks like from your client's perspective. This course is included in the Comprehensive Clio Onboarding program.  Read More

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