Clio offers several educational resource channels to accommodate different learning preferences and needs of Clio customers. This article provides information about Clio Academy, a free on-demand training platform where you can take courses to learn more about how to use Clio products and grow your firm. To get started, visit Clio Academy, or learn more about this resource in the information below. Clio’s other education resources include:
- Clio’s Help Center provides written instructions on how to do specific tasks in Clio.
- Clio’s Swift Session library provides 2-3 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 Quickstart Sessions are 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.
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. Leverage Clio Academy to quickly bring you up to speed on how to get the most out of Clio and improve your practice. The courses are available to Clio and non-Clio customers, and delivered online in desktop- or mobile-friendly format, allowing you to learn more about Clio and improve your law practice from your home, your office, or on the go.
Note: If you started your learning journey before October, 2024, you may notice some changes to Clio Academy. The new Clio Academy focuses less on "how-to" instructions—which can be found here in Clio’s Help Center—and more on the "why" to emphasize best practices. If you're looking for the new equivalents to previous courses, refer to the Clio Academy Course Equivalents Guide.
Get started with Learning Paths
Start your learning with Clio Academy's Learning Paths Series, which include reading material, video tutorials, visual aids, and exams. The courses that comprise the Learning Path Series are described below.
- 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. Leverage 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.
Take advantage of learning on your own schedule and pace and complete all the Learning Paths and their respective exams to become Clio-Manage certified.
Continue your learning
When you've completed the Learning Path Series, take your knowledge to the next level by browsing through the Clio Academy courses and enrolling in those courses most relevant to your firm, role, and interests.