Welcome to Clio Academy

Effective time tracking is crucial for optimizing productivity and ensuring accurate billing. This course will guide you through using the timer feature to accurately track time spent on tasks and the process for adding time entries. You’ll learn methods for organizing activities, setting up time rounding preferences, and tracking non-billable time. Additionally, the course covers how to leverage available features to gain valuable insights into your productivity, helping you maximize efficiency and manage your time effectively. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Maximize Efficiency with Time Tracking in Clio Manage will take approximately 9 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more

Streamlined task management is key to maintaining productivity and organization. This course will help you understand task lists in Clio Manage, including their structure and purpose. You’ll learn how to create task list templates, set due dates, and assign task lists to team members or projects. Additionally, the course outlines strategies for maximizing the use of task lists to enhance organization and efficiency. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Boost Productivity with Task Lists will take approximately 5 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more

Effective reporting is key to understanding your firm’s performance and making data-driven decisions. This course will introduce you to both classic reports, which are ready to use right away with minimal setup required, and custom reports that let you focus on the metrics that matter most while offering flexibility beyond pre-set formats. You’ll learn how to save filters and settings as presets for faster and more consistent reporting, as well as how to schedule these presets and report views to automate regular data updates and simplify your reporting workflow. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Gain Insight with Classic and Custom Reports in Clio Manage will take approximately 10 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more

Effective use of dashboards can significantly enhance your firm’s productivity and revenue management. This course will introduce you to the features and functionality of dashboards in Clio Manage, including the purpose and components of a personal dashboard. You’ll learn the importance of regularly reviewing metrics to make informed decisions and improve firm performance. The course also covers key performance indicators such as utilization rate, realization rate, and collection rate, explaining their relevance in evaluating billable work efficiency, billing practices effectiveness, and revenue collection success. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Analyze Productivity and Revenue with Dashboards will take approximately 5 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more

Streamline your document approval process with eSignatures. This course explains the benefits of using eSignatures, walks you through the steps for sending a document for eSignature, and shows how to track the document’s status. Learn best practices for implementing eSignatures to enhance efficiency and ensure a smooth approval process. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Simplify Document Approval with eSignatures in Clio Grow and Clio Manage will take approximately 5 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more

Simplify and clarify payment expectations with payment profiles in Clio Manage. In this course, you'll learn how to define and customize payment terms to suit client and firm needs. Discover how to use bill themes to display payment profile details and enhance transparency on invoices. Explore methods for applying client discounts and incorporating them seamlessly into payment terms. Understand the benefits of displaying clear payment terms and discount notes on a bill, improving communication and client satisfaction. This course is an excellent resource for preparing for the Clio Certified Administrator exam, offering key insights to help you succeed and become a Clio Certified Administrator. Customize Payment Terms with Payment Profiles and Discounts in Clio Manage will take approximately 7 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now. You’ll find both buttons at the top of this page, just below the course title. Read more