Welcome to Clio Academy

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

Boost client engagement and streamline your intake process with text notifications in Clio Grow. This course covers how text notifications and reminders enhance communication with clients throughout the intake process. Learn how to manage and customize text notification templates, and discover the different types of notifications and reminders available. You’ll also explore the process of sending text reminders for forms, documents, and appointments. Master best practices for optimizing these tools to improve client communication and efficiency. 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. Expedite Intake with Text Notifications 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

Streamline your appointment scheduling and payment processes with Clio Scheduler. This course covers key factors to consider when creating appointment types and the importance of setting up and sharing your firm’s booking page. Learn methods for customizing the appearance of Clio Scheduler and how to set up reminders for appointments. Discover the benefits of using email templates to streamline communication and how to collect payments seamlessly through Clio Payments. 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. Simplify Appointment Booking and Payments with Clio Scheduler in Clio Grow 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

Expand your client base with Google Local Services Ads by mastering effective ad management. This course covers the steps to launch and set up a Google Local Services Ads campaign, helping you reach potential clients in your area. Learn how to enhance your ranking and position in these ads to increase visibility and attract more leads.  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. Grow Your Client Base with Google's Local Services Ads 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

Establish your firm’s online presence with a website built using Clio Grow. This course covers the essential steps to create your website, including the initial setup process. Learn how to customize your website to enhance the client experience by adding features such as an intake form for efficient information collection and an appointment booking link for seamless scheduling. 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. Build an Online Presence with a Clio Grow Website 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