Welcome to Clio Academy

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

Streamline your document creation process with Clio by mastering document templates and merge fields. This course explains how using templates and merge fields can significantly enhance efficiency and accuracy. Learn what information is necessary for setting up effective document templates and explore different methods for creating them. Understand the benefits of each method and how to select the right template based on your specific needs. 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 Intake Efficiency with Document Templates 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

Enhance your efficiency with document automation in Clio. This course covers the benefits of automating document creation, emphasizing the importance of gathering information before preparing templates. Learn about the various options for creating document templates in Clio Manage, and discover how to use merge fields to automatically populate documents with relevant data. Additionally, explore best practices for implementing document automation 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. Accelerate Your Workflow with Document Automation in Clio Manage 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