Welcome to Clio Academy

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

Unlock the potential of personalized billing. By using your firm’s Gmail or Outlook email, you can ensure that your clients not only receive your bills but also engage with them promptly. Discover the advantages of this approach, and learn the process of connecting your Clio account with your Google or Microsoft account for effective and personalized bill sharing. 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 Bill Email Responses with Personalized Bill Share Emails in Clio Manage will take approximately 4 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

Transition from hourly billing to flat fee rates and contingency fee arrangements. This course equips you with the knowledge and skills to effectively implement and manage contingency fee and fixed fee agreements. Explore the process of setting up, applying, and optimizing flat fee rates to enhance client satisfaction and operational efficiency. Understand the strategic advantages of offering predictable billing options while ensuring your practice remains agile and competitive in the legal marketplace. 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. Achieve Predictability with Contingency Fee and Flat Fee Matters 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