Welcome to Clio Academy

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

This course will cover the basics items that you should set up in your account before your firm gets started in Clio. We'll also review how to manage your account subscription and users. This will ensure that you do not hit any roadblocks in your workflows.  Although the content is mostly geared towards account administrators, everyone can find value in this.  Read More

In this course, we'll introduce you to the accounts system in Clio used for recording transactions and managing trust and operating account balances. This course will cover accounts best practice, how to set up accounts, and how to record transactions. If you're new to Clio and will be working with account transactions and trust and operating accounts, this course is a good fit for you.  This course is included in the Clio Manage Product Essentials program. Read More

This course will cover the basics of creating and managing Contacts in Clio. The content level is geared towards those who are new to using Clio and will help you get started with using Contacts quickly and easily. 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

Perfect for new users, this course will show you how to record time and expenses in Clio quickly. You will also learn about activity categories, all the areas where you can add time in Clio, and how to filter your activities. This course is included in the Clio Manage Product Essentials program. Read More