Welcome to Clio Academy

Enhance your legal billing and financial management with the Get Paid Learning Path. This learning path guides you through setting up efficient and accurate billing preferences, customizing billing to improve client satisfaction, and mastering time tracking. Learn to streamline your billing process and explore various billing strategies using modern payment solutions. Take control of your firm's financial health, save time, and enhance the client experience. Whether you're new to Clio or an experienced professional looking for a refresher, this learning path is designed to sharpen your skills and help you effectively utilize all available tools. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll in a course, click Enroll. This option appears near the top of the page, just below the course title. If you're already enrolled, click Launch next to a course listed below to begin. Read more

This exam is for EMEA users, focusing on features available for the region and using relevant examples and terminology. Now that you've explored the different features of Clio that help optimise your firm's billing processes, it's time to test your knowledge and understanding. This exam will assess your ability to effectively use Clio's tools to streamline invoicing, enhance payment collection, and improve overall financial management. By demonstrating your proficiency, you will show that you can leverage Clio to its fullest potential, ensuring accuracy in billing and efficiency in getting paid. While designed as a practice exam, this is an excellent way to prepare for the Clio Certified Administrator exam, offering a valuable opportunity to reinforce key concepts and identify areas for further review. Instructions This is an open book exam, allowing you to refer to the Get Paid Learning Path courses and Clio's Help Center to answer questions. Please carefully review each question before providing your answer. The exam consists of 40 questions and may take approximately 40 minutes to complete, but there is no time limit. Questions are a combination of multiple choice, multiple response, fill-in-the-blank, and matching questions. There is no required passing score. Feedback will be provided for each question, and you'll have the opportunity to redo a question if needed. There is no limit to the number of times you can retake the exam. To enroll, click Enroll. If you’re already enrolled, click Start. These buttons are located in the left panel and at the top right corner of the page. Read more

This course is for EMEA users, highlighting the features available for the region and using relevant examples and terminology. Learn how to better serve clients and enhance financial management by using payment plans in Clio Manage. This course covers the purpose and benefits of setting up flexible payment arrangements, enabling clients to pay on schedules that suit their needs while supporting your firm’s cash flow. Discover step-by-step instructions for creating and customising payment plans and learn how to adjust existing plans to accommodate changes in payment schedules. Implement best practices to ensure payment plans are set up efficiently, improving both client satisfaction and your firm's financial stability. 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. Accommodate Client Needs with Payment Plans in Clio Manage will take approximately 5 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start. These buttons are located in the left panel and at the top right corner of the page. Read more

This course provides you with a comprehensive guide to efficiently draft, manage, and send legal documents for electronic signature using Clio Draft. Learn how to streamline the drafting process with smart data population, reusable templates, and seamless integration with Clio Manage to reduce errors and improve accuracy. You’ll also master the process of preparing, customizing, and sending signature packages with Clio Draft’s built-in, compliant eSignature tool, enabling faster client turnaround and a secure signing experience. Draft and Send Documents for eSignature in Clio Draft will take approximately 20 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

This course explores how to use questionnaires in Clio Draft to simplify client intake and power accurate, efficient document generation. You’ll learn how to build smart, reusable questionnaires that adapt to each client’s situation, reduce repetitive data entry, and ensure consistent information collection. Through features like display logic, document field mapping, real-time tracking, and branded customization, questionnaires help your firm save time, improve accuracy, and deliver a professional, client-friendly experience. Whether you’re standardizing workflows or scaling your practice, this course will show you how to unlock the full value of Clio Draft’s questionnaire tool. Capture Important Client Data with Questionnaires in Clio Draft will take approximately 30 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 power of dynamic document automation with Clio Draft’s conditions feature. This course explores how adding conditional logic to your templates transforms static documents into intelligent, adaptive tools that respond automatically to each client’s unique details. By mastering conditions, you will streamline drafting processes, reduce manual errors, and maintain a more flexible template library. Learn how to build responsive documents that improve accuracy, enhance efficiency, and deliver consistently professional legal paperwork tailored to every matter. Build Flexible Templates with Conditions in Clio Draft 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