Welcome to Clio Academy

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

Get your firm’s billing right from the start. In this course, you’ll learn how to configure essential billing settings in Clio Manage to align with your firm’s processes and compliance needs. Explore how to manage user permissions, enable multi-currency and set your default currency, apply tax rates, and fine-tune time entry rounding. You’ll also gain clarity on bill states, set up bill approval workflows, and customize firm notifications for generated bills, ensuring smooth, accurate, and professional billing every time. 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. Configure Essential Billing Settings 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

Consistency in billing is key to success. Whether you're a seasoned professional or just starting, this course will empower you to recognise and apply strategies that ensure your billing practices remain top-notch. This course will help you discover effective billing strategies and learn how to implement and maintain them. 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 Billing for your Clients in Clio Manage will take approximately 2 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

Optimize your firm’s billing process with Clio Manage's bill reminders, designed to encourage timely payments. This course covers the advantages of automated bill reminders in maintaining consistent cash flow and enhancing client accountability. Learn to configure reminder settings to match your firm’s policies and identify when manual reminders can provide a more personalized approach for client communication. 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. Facilitate Timely Payments with Bill Reminders 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

Imagine bills that not only convey financial details but also convey your firm's professionalism and attention to detail. In this course, we'll explore the incredible potential of bill themes, demonstrating how they can be customized to display important client information and personalized messages.  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 Invoices with Bill Themes 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