Welcome to Clio Academy

Session #2 in the Clio Quick Start onboarding series for our customers in the UK & EU. This 30 minute training session will provide you with the steps and best practices for managing your digital files and emails in Clio. Learn how to share documents securely with your clients and colleagues and request binding e-signatures. All first steps to moving towards a paperless practice. Read more

Session #1 in the Clio Quick Start Onboarding Series for our UK & EU customers. This 30 minute training session will set you up to start using Clio today — whether you are working from the office, from home, or anywhere else. Working in the cloud allows you to manage your practice anywhere and everywhere! Specifically, we will focus on the most important areas of your business: managing clients and matters, and recording your billable time. Read more

This course is designed for administrators and business owners who will be running reports in Clio Grow. We will provide you with an overview of the reports available in Clio Grow, how they work, the field inputs they rely on, and some of the questions they can answer for your firm. We’ll also provide you with some best practices to ensure that you get the most of out these reports so you’re better equipped to make informed business decisions and have better insight into the effectiveness of your firm’s growth strategy. This course will review the following: The purpose of the Matter and Referral Reports Best practices for field set up Best practices for data entry Overview of the contact and matter lists Read more