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.

Learn More

This course is designed to provide you with a general overview of Clio Grow, the CRM (client management) component to Clio. We’ll cover: How Grow helps you manage your lead pipeline  The components of the Grow interface  An overview of the core features are  How Grow can work with your Clio Practice Management account  Read More

This course is designed for Grow users who will need to create document templates to generate letters or documents that include contact and matter-specific information. We will guide you through the process of creating your template using best practices and help you understand the difference between a text editor template and a PDF template. We will also show you how to prepare and send your document to your leads and clients.  Read More

This course is designed to help guide current Clio users with connecting their Clio account with Clio Grow. We will explain the value you get our of connecting Grow and Clio, how to set up the integration, how to sync custom fields, how to sync your Clio calendar, and how to export your leads from Grow to Clio.    Read More

This course will cover the basics items that you should set up in your account before your firm gets started in Clio. We'll also review how to manage your account subscription and users. This will ensure that you do not hit any roadblocks in your workflows.  Although the content is mostly geared towards account administrators, everyone can find value in this.  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 course examines some of the common legal industry problems suggested by the 2017 Legal Trends Report (LTR) and offers some practical suggestions for tackling these problems in your own practice.  The issues that this course explores includes: Setting targets to understand the financial health of your business Prioritizing billable work and minimizing interruptions Calculating the return on investment of your client acquisition efforts Improving your collection rate If you haven’t done so already, download the 2017 Legal Trends Report for free and review it before beginning this course. Read More

Shopping Cart

Your cart is empty