Welcome to Clio Academy

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

This course will review two options that law firms have when it comes to securely sharing case resources and communications - Clio for Clients and Clio for Co-counsel. Each is designed to serve the very specific type of collaboration needs you have with clients and with co-counsel. We will begin the course with an overview of Clio for Clients, an app and portal for communicating with your clients. It’s available for free to Clio Manage accounts on Boutique and Elite plans in North America, and the Premium Plan internationally. Then, we’ll walk you through how Clio for Co-counsel works (formerly Clio Connect), our portal for sharing matters with co-counsel and allowing them to log time. This portal is available on all Clio Manage accounts in North America.  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 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

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

Session #1 in the Clio Quick Start Onboarding Series for our UK & EU customers. This 30 minute training session will set you up to start using Clio today — whether you are working from the office, from home, or anywhere else. Working in the cloud allows you to manage your practice anywhere and everywhere! Specifically, we will focus on the most important areas of your business: managing clients and matters, and recording your billable time. Read More

Session #2 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will provide you with the steps and best practices for managing your digital files and emails in Clio. Learn how to share documents securely with your clients and colleagues and request binding e-signatures. All first steps to moving towards a paperless practice. Read More