Welcome to Clio Academy

Does your role involve billing in any way? Do you need to generate, edit, review, or apply payments to bills? If so, this is the course for you. Designed with users who are new to billing in Clio in mind, we'll walk you through the billing lifecycle in Clio so you understand the bill states, how to generate bills, how to edit and review bills, how to approve them, and how to record payments and credit notes. We'll also introduce you to the convenience of Clio Payments and how it can help your firm collect payment more quickly from clients.  This course is included in the Clio Manage Product Essentials program. Read More

Appropriate for new Clio users, this course will review the Clio calendar and its functionality. We will cover topics such as creating and managing calendar events, creating new calendars, and calendar sharing. This course is included in the Clio Manage Product Essentials program. Read More

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 Gmail Add-on and the Outlook Add-in. Lastly, we'll show you how to use internal messages and why you should consider using them over email where sensitive information is concerned. This course is included in the Clio Manage Product Essentials program. 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.  This course is included in the Clio Manage Product Essentials program. 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, Document Integrations, and E-Signature.  This course is included in the Clio Manage Product Essentials 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 Clio Manage Product Essentials program. Read More