Welcome to Clio Academy

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

Description: Session #3 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will get you set up to start billing your clients — from ensuring that your activities are logged to customizing your bills and sending them out to clients electronically. Learn how to receive payment on your bills in Clio from a variety of sources. Billing in the cloud allows you to get paid faster and more reliably. Read more

Cloud technology can help lawyers achieve a better work-life balance, cut costs, and deliver better services to their clients.  Regardless of what technology you implement at your law firm, all lawyers are bound to their professional duties with regard to confidentiality rules. This course will help you determine whether cloud technology is right for your firm, and how it can support safe and ethical legal practice. This course is best suited to lawyers who are researching and considering using cloud technology and cloud based legal practice management software in their law firm. Please note: CLE credit is available to those lawyers admitted in Florida and will be provided after successful completion of the course quiz. Read more