Welcome to Clio Academy

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. 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

Revolutionize your workflow with Manage AI, the AI-driven assistant designed to enhance efficiency in Clio Manage. In this course, you'll learn what Manage AI is and how it supports your practice through intelligent recommendations and streamlined processes. Understand Manage AI’s robust data security and privacy features, ensuring safe and reliable usage. Gain insights into crafting effective queries to maximize the actionable insights Manage AI offers, explore its key features, and see how to integrate its recommendations into your daily tasks. Master best practices for seamless use, enabling you to unlock the full potential of Manage AI. Unlock the Potential of Manage AI in Clio Manage 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

Transform how you manage information with Manage AI's powerful features. This course delves into the question-answer capabilities of Manage AI, allowing you to access critical details quickly and efficiently. Learn how to generate concise matter and contact summaries to improve case management and explore the benefits of document summarization for reviewing key information with clarity. Discover how the Document Analyzer simplifies document review and boosts productivity. Understand the distinctions between document summarization and the Document Analyzer to select the best tool for your needs. Apply best practices to maximize the impact of these features and unlock new levels of efficiency in your workflow. Turn Details into Insights with Manage AI​ in Clio Manage 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