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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Clio Payments allows firms to more easily collect payment from customers. This course is designed to walk you through the ins and outs of Clio Payments. You'll learn how to set up your account, how to receive bill and trust payments through Clio Payments, how to set up Payment Plans, and how use Secure Payment Links.  Clio Payments is available to American and Canadian accounts on the Boutique and Elite subscription plans.  Read More

This course will cover the basics of setting up and using the Court Rules feature, available as part of our Elite subscription plan. Learn how to set up your jurisdictions, configure your default settings, as well add a Court Rule set to your calendar. This course is appropriate for anyone who will be using Court Rules in your firm.  Read More

This training will walk through how to best set up a new Clio Grow account enabling you to efficiently work with Clio. During this session, we will be covering customizing the pipeline, contacts, and matters.  Register here. Read More

This session focuses on Clio Grow, the CRM component of the Clio product suite. We will cover what a Customer Relationship Management tool is meant to accomplish and how it will fit into your current intake processes. We will go over basic account customization, intake flow, and reports functionality. Register here. Read More

This training session will cover Clio’s core functionality such as contact and matter creation, timekeeping, billing, documents and navigation tips, and tricks. This session is perfect anyone that is new to Clio Mange, training a new employee, or if you need a refresher on the basics. Register here. Read More

This training session will walk through how to best set up a new Clio account enabling you to efficiently work with Clio. During this session, we will cover Billing Rates, Matter Numbering, Custom Fields, Billing Templates and Task Lists. Register here. Read More

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