Welcome to Clio Academy

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

Strengthen collaboration with Clio for Co-Counsel and internal messages. This course covers the steps to set up Clio for Co-Counsel and outlines the actions available to both your firm and co-counsel within the platform. Learn best practices for using Clio for Co-Counsel to enhance cooperation and streamline workflows. Additionally, discover the functionality and benefits of using internal messages in Clio Manage to improve communication and efficiency within your firm and with co-counsel. 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. Strengthen Collaboration with Clio for Co-Counsel and Internal Messages in Clio Manage 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

Build client relationships with Clio’s text messaging features and the Clio for Clients portal. This course explains how text messaging streamlines communication and improves client responsiveness. Discover the key features of the Clio for Clients portal, and learn how to help clients maximize their use of it. You'll also explore the similarities and differences between text messaging in Clio Manage and the Clio for Clients portal, as well as best practices for managing client expectations. 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. Enhance Client Engagement with Text Messaging and the Clio for Clients Portal 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