Welcome to Clio Academy

Gather critical client information efficiently using intake forms in Clio Grow. This course covers best practices for creating client intake forms that are tailored to your firm's needs. Learn how to share and send intake forms to clients, ensuring a smooth intake process. You'll also discover how to set due dates and reminders for intake forms, helping you stay organized and on track. 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. Gather Essential Information with Intake Forms 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

Streamline your client intake process with automated workflows in Clio Grow. This course covers the purpose and functionality of automated workflows in client onboarding, including how they enhance efficiency and client acquisition. Learn the steps to prepare for creating effective workflows, how to monitor their progress, and the actions needed to optimize each step for a smoother intake process. 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 Client Intake with Automated Workflows 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

Master the essentials of lead tracking in Clio Grow to help expand your business. This course explains how to track and manage leads effectively and highlights the benefits of incorporating a lead generation service to enhance client acquisition. Learn how to use the Clio Scheduler booking link to streamline lead management and discover the value of monitoring marketing sources. You'll also explore how Clio’s dashboard and reporting tools can provide insights into lead performance, enabling you to analyze and optimize your lead generation efforts for greater business growth. 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. Expand Your Business with Lead Tracking 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

Boost your firm’s data security with effective encryption and authentication practices. This course covers the essentials of encryption to protect sensitive information and explores authentication methods to ensure secure access. Learn how to implement these security measures in Clio to safeguard your data and enhance overall protection against unauthorized access. 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 Security with Encryption and Authentication 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 your email efficiency in Clio Manage. This course covers the benefits of connecting your Google or Microsoft accounts to Clio Manage and the advantages of enabling the email personalization feature. Learn how creating a custom email signature and setting up email templates can boost your productivity. Discover the benefits of sending emails directly from Clio Manage and how configuring Maildrop addresses can help you organize and file emails more effectively. 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. Boost Organization with Email Features 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

Stay on top of your cases with effective matter tracking in Clio Manage. This course explores how to monitor and manage matter progress in Clio Manage. Learn to use the tools and features available to track key milestones, manage deadlines, and ensure efficient case handling. Discover best practices for leveraging Clio’s tracking capabilities to keep your matters organized and on schedule. 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. Track Matters with Matter Statuses and Matter Stages in Clio Manage will take approximately 8 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