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 teach you the basics of the using Clio's mobile app for Android and iOS. Come away knowing what you can do with the app and how they can help 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 the general features available. This course is included in the Clio Manage Product Essentials program. Read More

The LawPay integration allows firms using Clio Manage to more easily collect payment from customers via credit card. This course is designed to walk you through the ins and outs of using the integration. You'll learn how to set up your account, how to receive bill and trust payments through LawPay integrated with Clio, how to set up Payment Plans, and how to use Payment Links.  The LawPay integration is available to Canadian and American accounts on the Boutique and Elite subscription plans.  New customers based in the U.S. can use our new Online Payment platform, more details here.  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

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

This course is designed for administrators and business owners who will be running reports in Clio Grow. We will provide you with an overview of the reports available in Clio Grow, how they work, the field inputs they rely on, and some of the questions they can answer for your firm. We’ll also provide you with some best practices to ensure that you get the most of out these reports so you’re better equipped to make informed business decisions and have better insight into the effectiveness of your firm’s growth strategy. This course will review the following: The purpose of the Matter and Referral Reports Best practices for field set up Best practices for data entry Overview of the contact and matter lists Read More

This course is designed for all Grow users who want to better understand how matters are managed in Clio Grow. We will review the following topics: What information you can expect to see on a Matter information page How to add and manage workflow items on a matter What is a workflow template and how to create one How matters in Grow can work with matters in Clio Read More

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