You’re in Clio every day—let’s make that time work harder for you.
These role-specific sessions are designed around the work you already do in Clio. You’ll learn smarter ways to handle your day-to-day, uncover features you might not be using to their full potential, and leave with actionable steps you can apply immediately.
Each session includes:
-
Strategies to level up in your role: Practical tips, real-world examples, and proven approaches tailored to your day-to-day—all within your existing Clio Manage workflows.
-
Role-based Clio feature walkthrough: A guided look at features designed to boost your firm’s efficiency, customized to your role.
What you’ll take away:
Office Manager / Administrator: Keep your firm running smoothly with tools that help you track workflows, stay on top of deadlines, and ensure processes—from intake to billing—are accurate and efficient.
Managing Partner / Firm Owner: Gain better visibility into your firm’s performance, strengthen operational efficiency, and uncover opportunities to grow profitably.
Attorney: Maximize billable hours, speed up case prep, and deliver top-tier client service—without drowning in admin.
Paralegal: Manage deadlines confidently, improve collaboration with attorneys and clients, and make sure every document is accurate and on time.
Upcoming Sessions
Join the session that best fits your role—or attend multiple to get a broader view of how your firm can work more efficiently with Clio.
-
Paralegals: Tuesday, October 28 @ 10:00 – 11:00 AM PT | 1:00 – 2:00 PM ET
-
Attorneys: Tuesday, October 28 @ 11:30 AM – 12:30 PM PT | 2:30 – 3:30 PM PT
Save your seat to join Clio experts, get your questions answered in real time, and leave with role-specific ways to get more from the time you spend in Clio.