Skip to content
WELCOME TO THE

Clio Resource Center

Your guide to navigating Clio.

Learn how to use Clio

  • Get started with Clio

    Get started with Clio

    New to Clio? Get up and running quickly with short tutorials.

    View Tutorials

  • Power up with Clio

    Join this monthly series diving into Clio best practices.

    See What’s Next

    What's New in ClioSee what’s new

    Get the latest product updates in this quarterly webinar.

    Join Webinar

    Get CertifiedGet certified

    Become an expert on how to use Clio with on-demand courses.

    Browse Courses

Featured events

Advance your practice through free CLE webinars, in-person meetups, and more.

Swipe

Skip content
  • Clio Resource

    Mastering MS Word: A 3-Part CLE Series to End Document Chaos

    CLE Webinar

    Jan 8, 2026

    Learn how to take control of Microsoft Word the way law firms actually use it. This three-part, CLE-eligible webinar series…

  • Meta Image NA Power Up with Clio Meta Image

    Power Up With Clio

    Upcoming Webinar

    Learn how to make the most of Clio, directly from Clio experts, in this monthly webinar series.

  • Clio Resource

    Meet Clio Work: Your AI-Powered Workspace

    On-demand Webinar

    From legal research to strategy, see how Clio Work turns your case files into actionable claims and strong arguments, all…

  • See More

Guides and templates

Explore best practices to help your firm run as efficiently as possible.

Swipe

Skip content
  • Clio For Clients Best Practices Guide

    Clio For Clients Best Practices Guide

    Resource

    Get strategies on how to use Clio for Clients to effectively communicate and collaborate with your clients.

  • Matter Stages Best Practices Guide

    Matter Stages Best Practices Guide

    Resource

    Get strategies on how to use Clio’s game-changing feature matter stages to effectively manage your casework.

  • Clio Resource

    Task Lists Best Practices Guide

    Resource

    In this guide, you’ll learn how to use task lists to organize your casework and ensure nothing falls through the…

  • Clio Automated Worfklows

    Automated Workflows Best Practices Guide

    Resource

    In this free guide, you’ll learn how to increase firm efficiency by automating steps as your case progresses.

  • Bulk Billing Best Practice Guide

    Bulk Billing Best Practices Guide

    Resource

    This guide provides strategies to automate more of your billing process while enhancing the experience for your clients.

  • Trust Account Management Best Practices Guide

    Trust Account Management Best Practices Guide

    Resource

    Get best practices for managing trust funds in Clio, allowing you to handle your accounts with greater confidence and clarity.

  • Clio Resource

    Custom Reports Best Practices Guide

    Resource

    This free guide shows you how to build custom reports that reflect your firm’s goals and measure progress.

  • Clio Resource

    Document Management Best Practices Guide

    Resource

    In this guide, you’ll learn how learn tips, tricks, and best practices to work smarter with documents in Clio Manage.

  • See More

Learn from others

Explore Clio events

Explore upcoming events

Get CLE credits through free webinars, interactive workshops, and more.

Join the community

Connect with other legal professionals using Clio through an online forum.

Attend the largest conference in legal

Be a part of the legal industry’s largest event.

  • Explore upcoming events

    Get CLE credits through free webinars, interactive workshops, and more.

    Explore
  • Join the community

    Connect with other legal professionals using Clio through an online forum.

    The
  • Attend the largest conference in legal

    Be a part of the legal industry’s largest event.

    ClioCon

Enjoying Clio?

  • Refer a friend

    Refer a friend

    Earn rewards every time you refer a legal professional to Clio.

    Refer Now

  • Leave a review

    Leave a review

    Share your experience with others by leaving a review.

    Leave Review

  • Serve as a reference

    Serve as a reference

    Provide advice to other legal professionals considering Clio.

    Sign Up

Have questions?

Get personalized support 24 hours a day, 5 days a week from the largest and most experienced team in the industry.

Phone: 1-888-858-2546 | Email: [email protected]

Customer Support

Visit the Help Center Watch How-To Videos