Welcome to Clio Academy

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

Billing processes can be complex, particularly when managing multiple clients and split expenses. This course equips you with essential skills to streamline these tasks. Discover strategies for leveraging related contacts to enhance visibility and accountability in billing. Master split billing techniques to manage diverse client needs effectively. Enhance your billing operations to meet the demands of today's legal environment with confidence. 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. Broaden Outreach with Related Contacts and Split Billing 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

Billing can be a time-consuming process, especially if you’re having to send them out one by one. This course will help you master the efficient generation and sending of bills in bulk. Learn strategies to save time and reduce errors by streamlining the bulk billing process. Discover methods for sending bills seamlessly, ensuring your billing operations are efficient and precise in today's fast-paced legal environment. 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. Save Time with Bulk Billing 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

Billing in the legal world is complex and extends beyond invoice generation. This course emphasizes considering critical factors like tax rules, jurisdiction laws, and firm-specific needs to align your billing system precisely with your objectives, ensuring thorough preparation before implementation. 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. Evaluate Billing Requirements before Initial Setup 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

Session #4 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will provide you with the tools and strategies for collaborating with clients and colleagues in the cloud. Learn how to provide an excellent client experience even when you can’t meet face to face. And maintain effective professional relationships with staff and colleagues no matter where you are. Read more