Welcome to Clio Academy

Manage AI’s high-value workflows are designed to take work off of your plate. This course teaches you how to leverage Manage AI’s features to make your practice more efficient and deliver value. You’ll explore best practices for integrating Manage AI’s Actions directly into your daily tasks, from billing to scheduling, client communication, and more, while ensuring you understand Manage AI's robust data security and privacy features for safe and responsible usage. You’ll also learn how to craft powerful queries to generate actionable insights, draft communications, and summarize documents with precision. Transform Routine Work into Completed Tasks with 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

This comprehensive exam tests your knowledge of Clio’s features, their value, and best practices for maximizing productivity. It covers building connections, managing clients, streamlining tasks, handling billing, and optimizing workflows. Upon passing, you’ll earn the Clio Certified Administrator badge, showcasing your expertise and enhancing your professional credentials. Please note that there is a limited number of retakes. To ensure you're fully prepared, it is recommended that you complete the five learning paths, each of which includes a practice exam at the end: Get Connected Get New Clients Get Organized Get Paid Work Smart These courses and practice exams will help boost your confidence and deepen your understanding of Clio’s features and best practices, giving you the tools you need to succeed. To enroll in the Clio Certified Administrator exam, 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

Streamline your communication tasks and boost client engagement with Clio Grow's communication templates. This course covers the purpose and benefits of email templates, including their various uses and how to refine them for specific needs. Learn about text message notifications, their role in keeping clients informed, and how to set them up effectively. Discover how utilizing communication templates can enhance your efficiency and improve client interactions. 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. Keep Clients Informed with Communication Templates in Clio Grow 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

Enhance team collaboration and streamline your scheduling with Clio Manage's calendar tools. This course explains the benefits of integrating external calendars with Clio Manage, and how the firm calendar and shared calendar facilitate team collaboration. Learn how setting up user groups, defining event types, and configuring notifications and reminders can improve coordination. Discover how event sharing options can foster collaboration with co-counsel and how effective calendar settings can enhance client interactions. Implement best practices to simplify and optimize your calendar management for better teamwork. 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. Stay Connected with Calendar Tools 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

Effectively manage your email and phone communications with Clio Manage. This course will guide you through creating and locating email and phone logs, ensuring you maintain accurate historical records. Learn best practices for managing these logs to keep your communications organized, detailed, and easily accessible. 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. Maintain Clear Records with Email and Phone Logs 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