Welcome to Clio Academy

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

Speed up your client intake process with Clio Grow by exploring various Quick Intake options. This course covers how to select the most suitable Quick Intake method based on your firm's specific needs and workflow preferences. Learn practical tips for optimizing the intake process to ensure a smooth and efficient client onboarding experience. 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. Onboard Clients with Quick Intake in Clio Grow 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

Maximize your email marketing efforts with Clio Grow. This course covers the key features and best practices for creating and sending effective email campaigns as well as sequenced emails. Learn how to define clear objectives, organize contacts for targeted outreach, and craft compelling email content. Understand legal requirements for email marketing compliance, and discover how to track campaign and recipient-level performance to refine your strategies. Additionally, explore how Clio Grow helps maintain high deliverability rates, automate follow-ups, and streamline your overall email marketing workflow. 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. Drive Client Growth with Email Campaigns and Sequenced Emails in Clio Grow will take approximately 11 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