Clio offers several educational channels for learning preferences and needs. This article provides information about Clio Academy, a free on-demand training platform where you can take courses to learn how to use Clio products, grow your firm, and earn a Clio certification. To get started, visit Clio Academy to register.
Clio's other education resources include:
- Clio's Help Center: Written instructions on how to do specific tasks in Clio.
- Clio's multimedia library: 2–5 minute instructional videos to help you perform specific tasks in Clio. These videos often contain examples or typical scenarios to provide more context for the instructions.
- Clio's Live Training sessions: Online group sessions with topics that range from high-level overviews of Clio's features and functionality to deeper dives on specific topics to help you get the most out of Clio's many features.
About Clio Academy
Clio Academy is a free on-demand training platform where you can take courses to learn more about how to use Clio products and grow your firm. The courses are available to Clio and non-Clio customers, and are delivered online in a desktop- or mobile-friendly format, so you can learn at home, at the office, or on the go.
Refer to the Clio Academy Overview for general information about these on-demand courses.
Certifications available through Clio Academy
Clio Academy offers two certifications you can earn at your own pace. Each one teaches a different area of expertise:
- Clio Certified Administrator validates broad, practical knowledge of Clio: building connections, managing clients, streamlining tasks, handling billing, and optimizing workflows.
- Clio Work Certified Expert validates your ability to apply Clio Work, Clio's AI solution, to everyday legal practice within your area of law.
You can pursue either certification, or both.
Clio Certified Administrator
The Clio Certified Administrator program is a self-paced certification that builds your ability to run and get the most out of Clio across your firm. You complete five learning paths covering the core areas of Clio, pass the Clio Certified Administrator exam, and earn a shareable digital badge that signals proven, applied Clio expertise to clients, colleagues, and the wider legal community.
Who can earn the certificate
Certification is open to everyone, including both Clio and non-Clio customers. It suits anyone who wants to prove they can get the most out of Clio:
- New users building a solid foundation across Clio's core features.
- Firm administrators and power users who configure Clio and support their teams.
How the program works
The program is self-paced and runs entirely on Clio Academy.
You move through it in four stages:
- Register for Clio Academy and open the program.
- Complete the five learning paths. Each path includes reading material, video tutorials, visual aids, and a short practice exam.
- Use each path's practice exam to reinforce what you learned and prepare for the certification exam.
- Pass the open-book certification exam to earn your badge.
What each learning path covers
Complete all five learning paths and their practice exams to become Clio Certified.
- Get Connected: Improve communication and collaboration by mastering Clio's messaging, client portal, and calendar tools. Enhance engagement with best practices for text messaging, email templates, and task management.
- Get New Clients: Attract and onboard clients with courses on intake forms, appointment scheduling, and marketing strategies. Master Clio's tools to streamline onboarding, boost marketing efforts, and grow your firm.
- Get Organized: Learn to organize your firm with tools for managing matters, contacts, and calendars, while enhancing security and streamlining document and time entry management. Gain the skills to keep your firm running smoothly and efficiently.
- Get Paid: Master efficient billing and financial management with courses on time tracking, customizable billing, and modern payment solutions. Streamline your billing process to save time, enhance client satisfaction, and take control of your firm's financial health.
- Work Smart: Boost productivity and connectivity with Clio's mobile app, scheduling tools, and communication features. Learn to manage calendars, video calls, and email templates effectively while engaging clients through Clio's messaging tools.
For the full module list and time estimates, see the program on Clio Academy.
Earn your badge
When you pass the exam, you earn a verified digital badge issued through Credly. Add it to your LinkedIn profile, email signature, or firm bio to show clients and colleagues your skills are verified.
Clio Work Certified Expert
The Clio Work Certified Expert program is a self-paced certification that builds your ability to use Clio Work in everyday legal practice. You complete a foundational learning path, choose a track for your area of law, pass an open-book exam, and earn a shareable digital badge that signals proven, applied Clio Work expertise to clients, colleagues, and the wider legal community.
Who can earn the certificate
Certification is open to all Clio Work customers. It supports both the people who do the casework and those who run the rollout, and many do both:
- Lawyers apply Clio Work across core legal tasks, from surfacing the key points in complex documents to running litigation and transactional workflows.
- Paralegals carry the heaviest document load, summarizing filings and transcripts, extracting consistent data across large productions, and preparing structured material for the lawyers they support.
- Operations and administration specialists lead adoption, assess firm readiness, train staff, and optimize how matters move across the Clio ecosystem.
How the program works
The program is self-paced and runs entirely on Clio Academy.
You move through it in four stages:
- Register for Clio Academy and open the program.
- Complete the Clio Work Certified Expert: Fundamentals learning path, which everyone takes first.
- Choose the practice track that matches your work, Transactional or Litigation, then complete it. Take both if your firm works across deals and disputes.
- Pass the open-book certification exam for your practice track to earn your badge.
The exam is open-book and scenario-based, so it tests whether you can apply Clio Work to realistic situations rather than recall facts about it.
What each learning path covers
The program has three learning paths. Everyone starts with Fundamentals, then completes the practice track that fits their work.
- Fundamentals builds the groundwork: where AI fits in legal practice, the ethics and client-confidentiality rules that govern its use, a guided tour of Clio Work, and core skills such as prompting and the built-in workflows.
- Transactional follows a deal from first draft to closing: drafting and redlining contracts, summarizing long agreements, running due diligence across a data room, managing deal timelines, and drafting client communications.
- Litigation follows a case from first argument to settlement: building arguments with supporting authority, legal research, summarizing filings and transcripts, discovery and document review, hearing and deposition prep, and settlement analysis.
For the full module list and time estimates, see the program on Clio Academy.
Earn your badge
When you pass the exam, you earn a verified digital badge issued through Credly. Add it to your LinkedIn profile, email signature, or firm bio to show clients and colleagues your skills are verified.