Welcome to Clio Academy

This course will teach you how to use Grow AI in Clio Grow to collect essential client information and quickly evaluate prospective leads. You will learn how to set up and customize the website chat tool to gather the details most relevant to your firm, configure service areas and questions, and interpret AI-generated summaries to determine potential client fit. By completing this course, you will be able to accelerate your intake process, maintain consistent and accurate client data, and make informed decisions about which leads to engage. Accelerate Lead Assessment with Grow AI in Clio Grow will take approximately 3 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 Clio Library and its powerful tools for legal practice. You’ll learn how to use Clio Library, one of Clio Work’s key features, to conduct effective searches and navigate the results page to quickly locate relevant materials. The course also covers advanced citation tools that help you confidently analyze case law, as well as how to connect your own internal documents to Clio Library and manage them alongside research materials. By the end of this course, you’ll understand how to leverage Clio Library to streamline legal research and keep all your documents organized in one centralized platform. Improve Research Accuracy with Clio Library in Clio Work 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

This course provides a comprehensive understanding of legal time recording, explaining what it is, why it is essential, and how it supports both accurate billing and efficient legal service delivery. Participants will learn not only the mechanics of recording time, but also the broader business, operational, and compliance considerations that make timekeeping a critical function in modern law firms. Real-world examples from different practice areas will illustrate how effective time recording underpins transparency, profitability, and client trust. 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. To work through your questions, you can refer to the Get Paid courses, log in to your Clio product to chat with our AI Support Agent, or search Clio's Help Center. 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