Welcome to Clio Academy

Learn how to effectively manage and organize contact information in Clio Manage. This course covers the different types of contacts and key sections of information for both person and company records. You’ll also learn how maintaining accurate contact information helps your firm identify potential conflicts, track compliance-related client information, and maintain a clear audit trail. Discover how related contacts can enhance organization and workflows, explore importing and exporting contacts, and learn to create custom fields and field sets to improve overall contact management. 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 Accurate Contact Information 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

Effective contact management is essential for maintaining strong client relationships and improving organizational efficiency. In this course, you'll learn about the different ways to create contacts in Clio Grow. Discover the processes for importing and exporting contacts, including supported file formats and integration options, to streamline your data management. You will also explore how to organize contacts effectively using features such as contact types, tags, and marketing sources. Additionally, the course covers the creation of custom fields and custom field sets in Clio Manage and Clio Grow, demonstrating how these tools can enhance your contact management strategy. 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 Contact Management in Clio Grow will take approximately 9 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

Effective matter management is crucial for maintaining organization and improving client service. This course will guide you through optimizing matter management using Clio Manage. You’ll explore strategies for creating, tracking, and managing matters efficiently. Learn how to leverage features such as matter templates, matter stages, and automated workflows to enhance case management. This course will also cover best practices for setting up and managing matters to ensure consistency and accuracy throughout your legal practice. 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. Optimize Matter Management in Clio Manage will take approximately 10 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

Gain insight into the matter Pipeline in Clio Grow, a powerful tool for managing and tracking the progress of your matters through various stages. This course explains the purpose of the matter Pipeline and how it can enhance your workflow by providing a clear view of each matter’s status. Learn how to customize your workflow within the Pipeline and explore the different matter statuses available in Clio Grow, understanding their importance in tracking matter progress and optimizing your 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. Monitor Matters with the Matter Pipeline and Matter Statuses in Clio Grow will take approximately 3 minutes to complete. To enroll, click Enroll. If you’re already enrolled, click Start Now.  <!--td {border: 1px solid #cccccc;}br {mso-data-placement:same-cell;}--> You’ll find both buttons at the top of this page, just below the course title. Read more

Enhance your scheduling efficiency with effective calendar management. This course will guide you through understanding the functionality and purpose of calendars in Clio. Learn how to customize and manage calendars to fit your needs, and explore how to tailor calendar events for specific requirements. Discover the benefits of using event types to streamline and organize your schedule 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. Organize Your Schedule with Calendar Events and Event Types 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

Master calendar management with Clio by learning to organize and schedule events across your firm. This course covers how to share calendars, manage groups, and assign permissions to control access. Understand the importance of calendar permissions and explore the three permission settings. Discover strategies for using notifications and reminders to keep attendees informed and ensure effective communication. 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. Achieve Alignment with Calendar Permissions and Notifications 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