Welcome to Clio Academy

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

Efficient client intake is crucial for a smooth legal practice. This course covers how to create and use task and checklist templates to streamline task management, standardize, and simplify task execution. Discover the benefits of leveraging tasks and checklists to enhance your intake process and improve overall 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. Streamline Intake with Tasks and Checklists in Clio Grow 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

Clio Drive offers robust solutions for streamlining document management in law firms, providing a secure and efficient way to handle legal documents. This course covers the benefits of using Clio Drive, including steps for setup, and how it facilitates collaboration, bulk uploading, and email attachment of documents. You’ll learn strategies for optimizing document management and retrieval, organizing contacts, and enabling automatic updates. Additionally, the course includes tips and best practices for working smarter and enhancing efficiency with Clio Drive. 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 Document Management with Clio Drive 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

Video conferencing is a powerful tool for enhancing communication and collaboration in the legal field, offering flexibility and efficiency. This course covers essential aspects of video conferencing, including its role in improving interactions, best practices for securing sessions, and integrations with Clio. Additionally, it provides strategies for conducting professional virtual meetings, including effective setup and etiquette practices. 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. Connect from Anywhere with Video Conferencing 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

Managing legal matters on the go has never been easier with Clio’s mobile app. This course delves into the key features of the app and their functions, guiding you through the initial setup, essential tools, and advanced functionalities that boost productivity. You'll learn to integrate mobile app features into your daily workflow, optimize settings for a personalized experience, and manage critical information efficiently. The course also covers strategies for tracking time, utilizing productivity tools, and maintaining work-life balance with effective app 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. Manage Matters on the Go with Clio's Mobile App 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