Welcome to Clio Academy

Streamline your document approval process with e-Signatures. This course explains the benefits of using e-Signatures, walks you through the steps for sending a document for e-Signature, and shows how to track the document’s status. Learn best practices for implementing e-Signatures 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 e-Signatures 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

Efficient expense tracking is essential for your firm’s financial clarity and control. In this course, you’ll learn how to track expenses in Clio Manage and organize them using well-defined expense categories. You’ll also explore best practices for naming and structuring categories to make bills clearer for clients. Additionally, you’ll learn how attaching receipts to expenses can enhance transparency and build trust by showing clients exactly what they’re being billed for. By the end of the course, you’ll be able to manage expenses more accurately, support better budgeting, and communicate charges more 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. Track Spending with Expenses and Expense Categories 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

Learn how to better serve clients and enhance financial management by using payment plans in Clio Manage. This course covers the purpose and benefits of setting up flexible payment arrangements, enabling clients to pay on schedules that suit their needs while supporting your firm’s cash flow. Discover step-by-step instructions for creating and customizing payment plans and learn how to adjust existing plans to accommodate changes in payment schedules. Implement best practices to ensure payment plans are set up efficiently, improving both client satisfaction and your firm's financial stability. 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. Accommodate Client Needs with Payment Plans in 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

Accurate billing is essential for maintaining financial integrity and client satisfaction. This course will teach you how to enhance billing accuracy by effectively using bill rates and UTBMS codes in Clio. You’ll learn how to set up and manage bill rates to ensure precise billing, as well as how to apply UTBMS codes to categorize and track legal services accurately. 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. Improve Billing Accuracy Using Bill Rates and UTBMS Codes 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

Embrace the future of legal billing and collections with this foundational course on Clio Payments. You'll start by setting up Clio Payments for your firm, then explore the full range of ways to request and collect client payments: from bill payment links and QR codes to payment plans, Autocharge, and automated trust replenishment. Along the way, you'll learn how to track and reconcile payments, understand transaction fee schedules, manage chargebacks, and apply best practices for secure payment requests, clear client communication, and consistent follow-up. By the end, you'll know how to run your firm's payment process end to end to improve efficiency, strengthen client relationships, and maintain more predictable cash flow. 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. Streamline Collections with Clio Payments in Clio Manage will take approximately 15 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