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TWO-PART WEBINAR SERIES

Level Up with Clio Series: Driving Success in Your Role

Sharpen your Clio skills, unlock AI-powered workflows, and discover how to drive adoption in your firm.

Clio is a massive toolbox, but you only need the right tools for your job. In this two-part webinar series, we’ve mapped out the most effective paths for every role so you can stop guessing and start mastering the daily routines that actually matter to you.

Sharpen your Clio skills, unlock AI-powered workflows, and discover how to drive adoption in your firm.

Two-Part Series Overview

Amplify Your Impact with Clio

PART 1

  • Learn proven setups and workflows used by high-performing legal professionals in your role
  • See tips and tricks you can replicate immediately in your day-to-day
  • Get practical resources to implement changes after the session
  • Ask questions live and get expert guidance

Access the recordings below

Lead with AI in Your Role

PART 2

  • Understand where AI creates real value for your role
  • See AI-powered workflows in action across Clio’s platform
  • Hear directly from a customer in your role about adoption and impact
  • Take home tools and guides to continue testing and rolling out AI

Duration: 1 hour

What You’ll Take Away by Role:

Level Up with Clio: Attorney

Amplify Your Impact

PART 1

Master the core Clio workflows you use every day and uncover underutilized features. Learn practical tips to make case prep, client management, and billing more efficient.

Access the recording

Lead with AI

PART 2

See how Clio’s AI can accelerate drafting, research, and client communications. Learn how to use these tools effectively and support adoption across your team.

March 17, 2026

11:00am PT | 2:00pm ET

Level Up with Clio: Paralegal

Amplify Your Impact

PART 1

Learn core workflows that reduce errors, improve task management, and support collaboration across cases and teams.

Access the Recording

Lead with AI

PART 2

See how Clio’s AI supports document preparation, repetitive tasks, and workflow tracking so you can focus on higher-impact work.

March 18, 2026

11:00am PT | 2:00pm ET

Level Up with Clio: Legal Admin / Office Manager

Amplify Your Impact

PART 1

Deep dive into core workflows and best practices for firm operations, including intake, task management, and reporting.

Access the Recording

Lead with AI

PART 2

Learn how Clio’s AI can automate routine administrative tasks, maintain consistency across teams, and reduce manual work.

March 19, 2026

9:00am PT | 12:00pm ET

Level Up with Clio: Solo Practitioner

Amplify Your Impact

PART 1

Uncover underused Clio features built specifically for solo firms that simplify matter management, and automate client communication, time tracking, and billing.

Access the Recording

Lead with AI

PART 2

Learn how Clio’s AI can level the playing field and act as a force multiplier for your practice. See how to save hours on research, document analysis, and billing by letting AI handle the heavy lifting.

March 19, 2026

11:00am PT | 2:00pm ET

Level Up with Clio: Manager Partner / Firm Owner

Amplify Your Impact

PART 1

Learn optimal workflows across the firm to maximize efficiency, improve reporting, and enhance overall firm performance.

Access the Recording

Lead with AI

PART 2

See how Clio’s AI can help you scale your operations without increasing headcount, improve client satisfaction through faster delivery, and lead a tech-forward culture that attracts and retains top legal talent.

March 20, 2026

9:00am PT | 12:00pm ET

Level Up with Clio: Billing Manager

Amplify Your Impact

PART 1

Master core billing workflows, streamline invoice generation, and improve collections and reporting efficiency.

Access the Recording

Lead with AI

PART 2

See how Clio’s AI supports faster invoice creation, quicker reconciliation, and better revenue insights while reducing manual work.

March 20, 2026

11:00am PT | 2:00pm ET

Frequently Asked Questions

Is this virtual event series actually free to attend?

Yes, this is free to attend!

Will recordings be available?

The recording will be emailed to all registrants.

How do I access the webinar?

The sessions will be hosted on the Zoom Webinar platform. When you register, you will receive a calendar hold for both events, so be sure to save the events to your calendar! You will receive your link to access the webinar one week prior to the event, as well as reminder emails from Zoom one day and one hour before it starts.