Welcome to Clio Academy

This course explores how to use questionnaires in Clio Draft to simplify client intake and power accurate, efficient document generation. You’ll learn how AI in Clio Draft can automatically generate questionnaire templates from your document templates, creating 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

This course introduces you to the Microsoft Word Template Builder Add-in for Clio Draft, a powerful tool that enables the creation of smart, reusable templates directly within Word. You’ll learn how to structure templates using cards and merge fields, automate routine drafting tasks, and generate dynamic legal documents with greater speed and consistency. By understanding how to prepare, build, and manage these templates, your firm can reduce manual work, improve document accuracy, and scale document creation across matters all from within a familiar Word environment. Automate Data Integration with Merge Fields and Cards in Clio Draft will take approximately 6 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 is an introduction to Clio Draft, a powerful document automation platform that streamlines the creation, management, and delivery of legal documents. You’ll learn how to set up Clio Draft, invite users, and select documents to convert into templates. You’ll also explore how Clio Draft’s AI template builder can automatically convert existing documents into reusable templates, saving time and reducing repetitive work. From navigating the platform to syncing matters and contacts, this course lays the groundwork for working more efficiently and delivering a polished, professional experience to your clients. Prepare your Firm for Document Automation with Clio Draft 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

Master client communication with Manage AI's advanced tools to enhance efficiency and ensure consistency. This course explains how to retrieve key communication records using Manage AI, making it easier to stay organized and respond promptly to clients. Learn how Manage AI generates accurate text message responses and email drafts using real-time data from Clio Manage, ensuring your communications are always relevant. Discover how document summarization and the Document Analyzer can streamline your updates to clients, making matter updates more effective and clear. Implement best practices to leverage Manage AI's features for seamless communication and efficient document management. Achieve Consistent Client Communication with Manage AI 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

Unlock the power of data-driven decision-making with Manage AI. This course guides you through using Manage AI to generate accurate reports directly in the chat window by crafting clear and specific queries. Learn how to enhance the accuracy and convenience of your reports to track key metrics, allowing you to stay on top of your performance. Discover how Manage AI helps you gain valuable insights into your firm's performance, enabling you to optimize workflows, boost efficiency, and make informed decisions aligned with your goals. Access Key Metrics with Manage AI 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