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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In this course, we'll cover the basics of how to use the global search in Clio and how to understand and navigate the search results page.  This course is included in the Clio Manage Product Essentials program. Read More

In this course, we will cover the tasks feature in Clio. Tracking your tasks can help you and your firm ensure that important assignments are not left behind. You'll learn how to create, assign, and filter tasks in your account. We will also introduce you to the Task List feature which will save you time and reduce errors by allowing you to create a template of tasks for common workflows.  This course is included in the Clio Manage Product Essentials program. Read More

This course will walk you through how and why recording communications are important and show you how to create records of phone calls and emails in Clio. We will also show you how to file emails to Clio and introduce you to the Clio Gmail Add-on and the Outlook Add-in. Lastly, we'll show you how to use secure messages and why you should consider using them over email where sensitive information is concerned. This course is included in the Clio Manage Product Essentials program. Read More

Appropriate for new Clio users, this course will review the Clio calendar and its functionality. We will cover topics such as creating and managing calendar events, creating new calendars, and calendar sharing. This course is included in the Clio Manage Product Essentials program. Read More

In this course, we'll introduce you to the accounts system in Clio used for recording transactions and managing trust and operating account balances. This course will cover accounts best practice, how to set up accounts, and how to record transactions. If you're new to Clio and will be working with account transactions and trust and operating accounts, this course is a good fit for you.  This course is included in the Clio Manage Product Essentials program. Read More

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