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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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 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

Description: Session #3 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will get you set up to start billing your clients — from ensuring that your activities are logged to customizing your bills and sending them out to clients electronically. Learn how to receive payment on your bills in Clio from a variety of sources. Billing in the cloud allows you to get paid faster and more reliably. Read More

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