Welcome to Clio Academy

This learning path will guide you through the key features and benefits of Clio Manage, Clio Grow, Clio Payments, Clio for Personal Injury, Clio Draft, and Clio Duo. It’s designed for Channel Partners looking to gain expertise in Clio’s products and achieve certification. Upon completion, you’ll earn the Clio Partner Certification Training certificate. To qualify for certified partner status, you’ll need this certificate along with hands-on experience using Clio with a customer. The program takes approximately 9 hours to complete, but you can start and pause as needed. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more

Strengthen your firm's communication and collaboration with the Get Connected Learning Path. This learning path helps you master the tools necessary to stay connected with clients, co-counsel, and your team. Learn how to streamline communication with Clio’s messaging features, share documents securely, manage tasks, and organize your calendar efficiently. Discover best practices for using Clio's Client Portal, text messaging, and email templates to enhance engagement and collaboration across all your matters. Whether you're new to Clio or looking to optimize your communication workflow, this learning path equips you with the skills to fully utilize Clio’s connectivity tools. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more

Expand your client base and grow your business with the Get New Clients Learning Path. This path covers essential topics such as creating and managing intake forms, scheduling appointments, and implementing effective marketing strategies. You’ll learn how to attract and engage prospective clients, streamline the onboarding process, and improve client communication. Additionally, discover how to leverage Clio’s tools to boost your marketing efforts and set your firm up for long-term growth. Whether you're just getting started with Clio or seeking ways to refine your client acquisition strategy, this learning path is designed to help you enhance your skills and maximize the tools available. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more

Get organized and elevate your firm's efficiency with the Get Organized Learning Path. This path covers essential topics such as user permissions, managing matters and contacts, and organizing your calendar for optimal workflow. You’ll learn how to capture crucial client and matter information, streamline document management, and manage expenses and time entries effectively. Additionally, enhance your firm’s security through encryption and authorization, ensuring your data remains protected at all times. Whether you're new to Clio or seeking ways to refine your organizational strategy, this learning path will equip you with the tools and knowledge to keep your firm running smoothly. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more

Boost your firm’s productivity and connectivity with the Work Smart Learning Path. Learn how to use Clio’s mobile app for on-the-go management, set up text and email notifications, and streamline scheduling with Clio Scheduler. Discover how to enhance your online presence, improve video conferencing, and manage your calendar efficiently. Master communication templates, maintain email and phone logs, and optimize Clio’s email features. You'll also explore how to use Clio for Co-Counsel, internal messaging, the Clio for Clients portal, and text messaging to engage clients effectively. Whether you're new to Clio or looking to sharpen your skills, this learning path will equip you with the knowledge and tools to work smarter. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more

Enhance your legal billing and financial management with the Get Paid Learning Path. This learning path guides you through setting up efficient and accurate billing preferences, customizing billing to improve client satisfaction, and mastering time tracking. Learn to streamline your billing process and explore various billing strategies using modern payment solutions. Take control of your firm's financial health, save time, and enhance the client experience. Whether you're new to Clio or an experienced professional looking for a refresher, this learning path is designed to sharpen your skills and help you effectively utilize all available tools. To complete this learning path, you’ll need to finish all courses, take an exam, and complete a brief survey. Once completed, you’ll earn a badge recognizing your achievement. The exam is a practice tool to help you assess your knowledge and prepare for the Clio Certified Administrator exam. To enroll, click Enroll. If you're already enrolled, navigate to the Courses subtab above to get started. Read more