Clio Product Pro

A guided learning experience.

Become a Clio Product Pro

Become a Clio expert in no time.

Clio Product Pro Certification provides the opportunity to learn the ins and outs of Clio through a self-paced, guided learning experience. You’ll start things off with an understanding of what it really means to work “in the cloud” and how to do so ethically and securely. Then we’ll explore all of our features and functions to ensure that you are absolutely comfortable managing your practice in Clio.

How do I get certified?

  • Complete four chapters of learning material in your own free Clio demo account.
  • Learn at your own speed. Most people take about 15 hours to complete the certification but we’re happy to accommodate your schedule.
  • Work through assignments and questions along the way to test your knowledge.
  • Ask questions and get personal support and guidance from your Clio Product Coach.
  • Earn a Clio Product Pro digital badge to display on your online profile.
  • Access the Clio Product Pro LinkedIn Group where you can discuss how you are optimizing your Clio account, suggest features you’d love to see, and network with other Clio Product Pros!


Become a Clio Product Pro

Frequently Asked Questions

Do I need prior experience with Clio?

Not at all, but if you have previous experience in Clio, you may be able to finish the program a bit faster.

I've used Clio for ages. I just want the certification!

That's not a problem! Feel free to read through the learning materials for a refresher though as we may cover a feature or function in Clio that you've never seen before. You can then proceed to complete the assignments and tests to earn your certification.

I don't think I have time to fit a certification program into my work schedule. Any advice?

Clio's Product Pro certification is not meant to add additional work to your plate, but should streamline the self-training you would have done anyways. We've broken each chapter into smaller modules which you can complete quite quickly.

How long will the certification take me to complete? Is there a deadline?

Most people are able to complete the training in well under two weeks, but there’s no hard completion deadline.

How much will it cost for me to become certified?

It’s completely free!

This sounds awesome! How do I sign up?

Just click the ‘Get Started’ button on the Clio Product Pro homepage and your coach will be in touch soon with all the details.

How do I access the training?

Your certification training will all take place in a demo Clio account and an education platform called Learndot. You’ll receive invitations to both of these programs shortly after registering for the certification.

What materials do I need?

All you need is a computer with a secure Internet connection. Nothing needs to be installed or downloaded to complete the Clio Product Pro certification program; all you need is a web browser.

What if I already have a Clio Account?

Great to hear you’re already using Clio! You’ll actually be completing your tests and assignments in a free demo Clio account provided when you sign up for the certification program. This sandbox environment will ensure that you don’t mix up your certification assignments with the confidential cases that your firm is working on.

How will the testing and grading work?

You’ll be working through a total of four chapters. Each chapter has a number of modules that are made up of reading materials, videos, and assignment questions. After completing each module, you’ll answer a few multiple choice questions before moving on to the next section. Your coach will be in touch to let you know if you need to review any materials again.

What happens if I fail a module?

Not to worry, your coach is here to help get you certified. If you fail the assignments for a particular module, your coach will be in touch to set up a live consultation to walk you through the materials and to ensure you're completely comfortable with the materials before moving forward.

Have any questions?

Send us a message and we will get back to you as soon as possible.