Welcome to Clio Academy

Effectively manage user access and maintain security with Clio’s permissions and groups. This course will guide you through controlling access by setting up user permissions and organizing users into groups. Learn how to assign specific permissions to users based on their roles and responsibilities, and discover strategies for creating and managing groups to streamline access control. Enhance your firm’s security and ensure that users have appropriate access to the tools they need. 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. Control Access with User Permissions and Groups 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

Maximize your scheduling efficiency and streamline your workflow with Clio Manage. This course will guide you through integrating your Clio Manage calendar with external calendars such as Google, Microsoft, and Apple iCal, highlighting the benefits of centralized scheduling. You'll learn how to seamlessly enable Clio Grow appointments to appear in your Clio Manage calendar for comprehensive visibility. We'll also cover the steps to apply and manage court rules in Clio Manage, demonstrating how this feature automates deadline calculations and calendar event generation, ensuring you never miss a critical date. Additionally, you'll discover the advantages of offering virtual appointments to clients, enhancing accessibility and convenience.  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. Streamline Scheduling with Calendar Integrations and Court Rules 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

Efficient document management is crucial for legal practices. This course will guide you through the importance of organizing and managing your documents effectively in Clio. Learn how to enhance your document management by using document categories to classify and group your files, making them easier to find and manage. You’ll also explore the process of uploading files and folders and discover how keyword search can quickly and accurately locate your documents. 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. Master File Management with Document Tools 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

Unlock the power of custom fields to tailor your data management in Clio. This course will help you understand what custom fields are and how they capture specific information relevant to your firm’s needs. Learn about custom field sets and their applications, and discover the benefits of using custom fields to enhance data accuracy and organization. Explore the important considerations for syncing custom fields between Clio Manage and Clio Grow, and understand the process and benefits of converting custom fields to a default version. 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. Capture Essential Details with Custom Fields in Clio Grow and Clio Manage will take approximately 15 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 operations by exploring Clio’s app integrations. This course introduces you to Clio's app directory, showcasing various third-party applications that seamlessly integrate with Clio. Learn the essential steps to ensure successful and effective integrations, enhancing your workflow and improving efficiency across your tools. 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. Unify Your Workflow with Clio's App Integrations in Clio Manage will take approximately 2 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 task management is essential for productivity and organization. This course will help you understand the functionality of tasks in Clio Manage, including ways to enhance task details with descriptions, due dates, and priorities. You'll learn about the features and benefits of task types, task status, and time estimates. Additionally, the course covers how to view tasks using filtering and sorting options, create task dependencies for sequential completion, and reassign tasks to team members. You'll also discover the advantages of setting up notifications and reminders for tasks. 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. Elevate Task Management with Tasks 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