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 using Clio Manage 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 to 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 provide an overview of the use and functions of the Firm and Personal Dashboards in Clio Manage. Available to accounts on our Boutique, Elite, and EMEA subscription plans, the dashboards will provide at a glance metrics to assist with goal tracking and trend identification. Business owners, Administrators, Partners, and Managers will be able to use data to drive improvements to the business, while individual contributors can see and improve their own individual performance.  We expect that it would take 20 minutes to complete this course. 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 billing-focused training session is a deep dive into Clio’s Billing Workflow covering topics like bill generation, the bill approval process, bill payments, and bill settings. Register here. Read More

This session focuses on client intake, matter management and organizational features in Clio Manage. By the end of this session, users will understand how to conduct their daily work in Clio. Register here. Read More

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