Welcome to Clio Academy

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 course on streamlining your firm's payment processes. Learn best practices to enhance both efficiency and client satisfaction. Discover the advantages of offering online payment options, explore common payment methods, and gain an in-depth understanding of Clio Payments to ensure your firm operates smoothly. Additionally, you’ll learn strategies for secure payment requests, clear client communication, and consistent follow-ups to maximize timely collections and improve 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. Collect Payments Faster with Clio Payments in Clio Manage will take approximately 11 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

Enhance client communication and streamline your billing process with bill message templates. This course will guide you through the benefits of using message templates to create consistent, professional, and informative billing communications. Learn to recognize scenarios where bill message templates are valuable, and discover best practices for crafting templates that balance clarity with personalization. Explore how autofill fields can automate and personalize content to save time while delivering a tailored experience. 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. Tailor Client Communications with Bill Message Templates in Clio Manage will take approximately 6 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

The legal landscape is evolving, and so should your billing practices. This course is designed to help you enhance transparency and accuracy in your billing through effective time tracking and detailed time entries. We will explore the benefits of precise time tracking using the timer and show how accurate time entries can centralize information securely, reduce errors, and ultimately improve the client experience. 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. Enhance Transparency with Time Tracking and Time Entries 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