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 and Document Integrations.  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

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 Clio Manage Product Essentials 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 Clio Manage Product Essentials program. Read More

This course will teach you the basics of the using Clio's mobile apps for Android and iOS. Come away knowing what you can do with these apps and how they can your firm members who are on the go. We'll cover topics such as app security, comparing the web app versus the mobile app, and comparing the differences between the Android and iOS apps themselves. This course is included in the Clio Manage Product Essentials program. 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

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