Resources

Clio’s legal resource library offers white papers, success stories, webinars, and more.

Featured Resources

Guide

The 2020 Legal Trends Report

Learn how small changes can lead to major gains over time—and what to prioritize based on the needs of your firm and your clients.

Read the Report

E-Book

Designing Your Law Firm’s New Normal

Test your innovative ideas for law firm success with this free e-book from Clio and legal industry expert Mike Whelan, Jr.

Get the E-book

Book

The Client-Centered Law Firm

In his book, The Client-Centered Law Firm, Jack Newton touches on how lawyers can best serve their clients, lead with empathy, and protect the long-term…

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Webinar

Easy ways to automate your law firm

Learn from experts on how to automate tedious tasks at your firm.

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Webinar

eDiscovery for the Small or Solo Law Firm

Every lawyer needs eDiscovery. Do you do it right? Learn how to navigate dramatically increasing amounts of electronic data in this free Clio webinar.

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Webinar

Evaluating Key Components of a Tech-Enabled Law Firm

Learn how to critically evaluate your tech stack and uncover opportunities to run more efficiently.

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Webinar

Effortless Social Media for Lawyers

With billions of users, social media remains the undiscovered country of lawyer marketing. Professional advertising and ethical rules impose a special duty on lawyers that…

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Webinar

Innovate Legal Online: Embracing Technology for Long-Term Success

The meetups will best practices you can implement to better serve clients as the legal landscape continues to advance and evolve online.

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Webinar

Brainstorming and Choosing New Ideas for Your Law Firm

Learn how to brainstorm and choose the best ideas, processes, and tech to implement at your firm in this Innovate Legal Online Meetup.

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Webinar

Innovate Legal Online: Essentials for Starting Your Virtual Law Firm

Join Part 1 of Clio’s Virtual Law Firm Bootcamp series for a thorough walkthrough on how to start a new virtual law firm—or how to…

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Webinar

Putting New Ideas into Practice at Solo and Small Firms

Learn change management strategies for solo lawyers and small firms in this Innovate Legal Online Meetup with leading legal professionals.

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Webinar

How to grow your law firm through ethical legal marketing (2020)

Learn the ins and outs of law firm marketing and how the right tools can help you grow your practice ethically.

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Webinar

How to grow your law firm through ethical legal marketing

Learn how the law firms are using ethical legal marketing and the right tools to grow their practice.

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Webinar

Flat Fees for Fun and Profit

Clients love flat fees; lawyers worry about them. Driven by client demand, hourly billing is on its last legs and flat fees are fast becoming…

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Webinar

Get Paid Online: How It Works and Why Your Law Firm Needs It

Learn how your law firm can implement online payments to maintain cash flow, get paid faster, and improve client satisfaction while staying ethically compliant.

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Webinar

Putting New Ideas into Practice at Mid-Sized and Large Firms

Learn change management strategies for mid-sized and large firms in this Innovate Legal Online Meetup with legal professionals.

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Webinar

From Big Data to Small Law Firms

The concept of Big Data and the analysis of extensive datasets to derive insights is neither a novel nor a new methodology. For decades organizations…

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Webinar

Growth Strategies for Law Firms

Law firms can grow in a variety of methods. Law firms can increase caseloads, employees, or efficiency. The best strategies encompass all three. Join this…

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Webinar

Innovate Legal Online: Helpful Tools for Automating Your Document Management

Learn how to adapt your tools and processes to streamline your firm’s operations.

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Webinar

How legal aid organizations can work remotely

Are you a legal aid organization? If so, join us to learn how you can navigate the challenges of working from home to build an…

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Webinar

3 Reasons Why the Cloud is a More Secure Option than Your Server

ABA Model Rule 1.1 requires lawyers to keep abreast of the benefits and risks associated with technology. When it comes to storing information digitally, there…

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Webinar

Improve your client intake process with Clio Grow

In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the…

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Webinar

A Course in Client-Centered Lawyering: Introducing The Client-Centered Law Firm

Learn how and why your firm should take a client-centered approach

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Webinar

A Course in Client-Centered Lawyering: Understanding Your Client Journey

Gain a better understanding of the experience clients have with your firm

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Webinar

Everything You Need to Know to Build the Perfect Virtual Client Intake Process for Your Firm

Learn how to ethically streamline and automate the client intake process at your law firm—even when working remotely.

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Webinar

A Course in Client-Centered Lawyering: Designing Client-Driven Experiences

Learn how to modernize your firm’s processes to create a better client experience

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Webinar

Cloud Computing for Law Firm IT Professionals

Do you have the information you need to implement cloud computing for your law firm?

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Webinar

Resume Tips and Tricks

Learn how to highlight your skills as you edit your resume and establish your online presence while looking for a new legal job.

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Webinar

A Course in Client-Centered Lawyering: How to Implement a Client-Centered Model at Your Firm

Learn specific practices for implementing and measuring a client-centered approach at your firm.

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Webinar

Law Firm Accounting Support

Learn the right tools and skills to ensure your law firm is financially efficient.

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Webinar

How can you improve cybersecurity at your law firm?

Learn from the experts on improving cybersecurity at your law firm—and how cloud technology fits into it.

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Webinar

Disaster and Succession Planning for Law Firms: How to Prepare for Unpredictable Events

Learn how to prepare your law firm for unpredictable events, so you’re ready if disaster strikes or you need to pass the torch to a…

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Webinar

Law Firm Payments Masterclass

Go beyond the basics and learn how successful law firms are driving success with online payments for law firms.

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Webinar

Law Firms in the Social Age

With billions of people paying attention, social media has become a popular means of communication, information gathering, and networking. New social media networks are emerging…

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Webinar

Honoring Commitments in Lawyer-Client Relationships

Clients need to see the utmost commitment from their lawyers.

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Webinar

Legal Artificial Intelligence: Replacing or Helping Lawyers

When it comes to predictions about artificial intelligence and legal services, much of the press coverage seems to be dedicated to a more Terminator-style villain…

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Webinar

How to Set up a Winning Freelance Profile

Learn about the perks of a more flexible work schedule, and the tips and tricks on setting yourself up for success.

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Webinar

The Do’s and Don’ts of Legal Outsourcing

Learn how to scale your business effectively by outsourcing to legal freelancers during busy times.

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Webinar

Legal Accounting

With tax season upon us, it is time for lawyers to move beyond boxes of receipts and a spreadsheet for managing firm finances. Learn the…

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Webinar

Innovate Legal Online: Level Up Your Firm’s Marketing and Social Media

Improve your law firm's marketing approach, reach potential clients, and take your social media to the next level.

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Webinar

Understanding Law Firm Financials: Making the Numbers Work

Practicing law is not just about client files and research, but also defining the value of your legal services. Too many lawyers let their businesses…

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Webinar

Innovate Legal Online: Managing Client Intake Virtually

A virtual meetup to help you retain new clients while working outside the office.

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Webinar

Why (& How) Mid-Sized Law Firms Are Adopting Cloud Computing

Moving to the cloud offers secure, remote accessibility with the advantage of more reliable, efficient, and collaborative workflows.

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Webinar

Mindfulness and the Practice of Law

Learn about the importance of mindfulness and meditation for lawyers, and how these tools can help lawyers comply with their ethical obligations and become better…

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Webinar

The Shift to Mobile Legal Services

Mobile devices have become nearly ubiquitous in our society. Consumers have come to expect on-demand services, seamless experiences, and attention, across all industries—including professional services.

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Webinar

Money Matters for Law Firms

Money matters to law firms. From trust accounts to tax compliance, there’s more to running a law firm than issuing invoices and cashing checks.

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Webinar

Innovate Legal Online: Navigating Malpractice and Security in a New Digital Age

Learn how to navigate the changing legal landscape by adapting your firm’s processes and mindset.

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Webinar

What’s New and Improved in Clio

Register for this webinar to see Clio's new and enhanced features in action and learn how they can help you serve your clients better—from anywhere.

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Webinar

Niche Lawyering

‘Thinking narrow’ is becoming more important than ever before. As consumer spending continues to trend towards specialized services, one-size-fits-all businesses are feeling the squeeze—law firms…

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Webinar

How online payments can help your law firm grow

Learn from two industry experts on how to simplify your business with online payments for law firms.

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Webinar

Innovate Legal Online: How to Build and Maintain a Positive Online Reputation

Learn how to manage your online presence and reputation.

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Webinar

Selecting the Best Billing Arrangements for Your Firm

Join Mayur Gadhia, Founder of CloudAct, and Kimberly Y. Bennett, Founder of K Bennett Law LLC, to learn how different forms of billing arrangements result…

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Webinar

Taming the File Cabinet: Paperless Essentials for Lawyers

Is going paperless really a reality for law firms?

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Webinar

Getting Paid: New Clio Features for Law Firm Billing

Law firm billing doesn’t need to be complicated, yet many lawyers struggle with it. The average lawyer spends hours drafting, editing, and sending bills—often scheduling…

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Webinar

Practical A.I. for law firms

Learn what A.I. tools are ready for law firms, and how to effectively use them.

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Webinar

Optimizing Your Law Firm Collections

Learn how your firm can succeed by utilizing modern and flexible payment solutions in this meetup with Angie Purves, Owner of Advantage Virtual Services, and…

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Webinar

Automating Your Billing and Invoicing Processes

In this session, learn how automation tools can improve billing and invoicing productivity, achieving a smoother experience for both law firms and clients.

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Webinar

How To Bridge The Communications Gap With Your Clients

There are no simple answers in law—but that doesn't mean clients won't ask what they think are simple yes-or-no questions. Legal answers are inherently complex.

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Webinar

Building a Better Budget for Your Law Firm

Learn how to build a smarter budget in this Innovate Legal Online Meetup.

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Webinar

Innovate Legal Online: Re-thinking Your Law Firm During a Downturn

A virtual meetup to help you re-think your firm offerings and strategy in times of crisis.

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Webinar

AMA Panel: Working from Home with Remote Law Firm Technology

Hear how internet-based technologies can keep you connected to your team and your clients.

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Webinar

Maintaining Productivity in a Remote Working Environment

Join the ABA & Clio for this Innovate Legal Virtual Meetup to learn best practices and tools for working efficiently and effectively from home.

Watch Now

Webinar

Resilient Lawyering

A recent study found that 1 in 5 lawyers had problematic drinking habits and 1 in 4 reported high levels of depression. Stress-induced lawyering may…

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Webinar

Science of Collecting Fees

Have you ever had a client who didn’t pay a bill? If you have, the good news is that there’s a way to minimize the…

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Webinar

Safeguarding Client Data and Protecting your Law Firm

Join Clio’s lawyer in residence, Joshua Lenon, as he shows you how to enact a security plan for your law firm with guest Chris Wiesinger…

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Webinar

Security by Design for Law Firms: Protecting Client Data on the Internet

Are your cybersecurity practices leaving your law firm vulnerable?

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Webinar

Social Media: What Lawyers Need to Know

While many lawyers err on the side of caution by sticking with more traditional approaches, social media has proven itself as indispensable for the legal…

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Webinar

Breaking Down the 2018 Solo and Small Firm Compensation Survey

Reliable, detailed information on compensation for solo practitioners and small firm attorneys is surprisingly scarce.

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Webinar

Streamlining Technology at Mid-Sized Law Firms

Mid-sized law firms have a natural competitive advantage in the legal marketplace. With less bureaucracy and overhead, they're often better posed for more nimble, personable—and…

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Webinar

Tax Season: Building The Perfect Accounting System for your Law Firm

Learn how to better manage your firm’s books (with a little help).

Watch Now

Webinar

Watch How Mid-Sized Law Firms Use Clio

Join Clio expert Justin Alves and our Affinity Programs Manager, Emma Raimi-Zlatic, in this in-depth demonstration of the core features and benefits of Clio for…

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Webinar

Tech Competency for Lawyers

Since 2012, Twenty-one states have adopted rules that require technical competency among lawyers. What does this mean? Lawyers are required to not only keep up…

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Webinar

The Art of Legal Research

Legal research is a critical and time-consuming process requiring hours of work and attention. The growth of online research resources and tools has helped to…

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Webinar

The Business of Law

Most lawyers learn little to nothing about operating a law business in law school, nor do law firms help to prepare their associates to understand…

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Webinar

The Client-Centric Law Firm

A recent study identified three critical success factors that help law firms find and retain the most sought-after clients. Will your clients recommend your firm…

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Webinar

Trust Accounting Technology for Law Firms

Law firms are required to hold money in trust. This money is not their own, so they have a fiduciary responsibility to protect and account…

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Webinar

Understanding Legal Technology Competence

Learn the essentials of technological competence for law firms—and why it matters to your firm’s success—in this webinar with Bob Ambrogi and Joshua Lenon.

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Webinar

How to Build a Virtual Law Firm (and Why You Should)

Learn how a virtual law firm operates, why running one is advantageous to lawyers and clients, and how you can build one of your own.

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Webinar

Innovate Legal Online: Practice Area Meetups - Personal Injury & Criminal Defense

Navigating the changing Criminal Defense and Personal Injury landscape during the COVID-19 crisis. Join this virtual gathering, as part of our Innovate Legal series of…

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Webinar

Innovate Legal Online: Practice Area Meetups - Employment Law

Navigating the changing Employment Law landscape during the COVID-19 crisis. Join this virtual Employment Law gathering, as part of our Innovate Legal series of practice…

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Webinar

[Ask The Experts] How and Why Canadian Law Firms Are Switching From PCLaw to Clio

See why Canadian firms like yours are moving to Clio, the leading cloud-based legal practice management software.

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Webinar

Innovate Legal Online: Practice Area Meetups - Estate Planning

Navigating the changing Estate Planning landscape during the COVID-19 crisis. Join this virtual Estate Planning gathering, as part of our Innovate Legal series of practice…

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Webinar

Innovate Legal Online: Exploring Clio's Newest Features and Integrations

Join a panel of Clio product experts to learn more about what's new in Clio—and how your firm can make the most of the new…

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Webinar

Innovate Legal Online: Practice Area Meetups - Immigration Law

Navigating the changing Immigration Law landscape during the COVID-19 crisis. Join this virtual Immigration Law gathering, as part of our Innovate Legal series of practice…

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Webinar

Watch How Law Firms Use Clio

Watch this webinar recording to see why over 150,000 legal professionals use Clio’s leading cloud-based legal software.

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Webinar

Innovate Legal Online: How to Build a Winning Marketing Strategy for Your Firm

Learn where to focus your promotional efforts to meaningfully connect with more clients.

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Webinar

Metrics and the Modern Law Firm

In this webinar, you’ll learn more about realization rate, profit per partner—and why these traditional metrics don’t necessarily work anymore for today’s small and solo…

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Webinar

Innovate Legal Online: Resilience and Energy: How to Develop Your Inner Game

Learn how to stay focused in times of high stress and uncertainty.

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Webinar

Why Your Law Firm Needs Clio

Learn how law firms use Clio’s industry-leading, cloud-based legal technology to be more productive, efficient, and profitable.

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Webinar

Wills and Estates Law in the Digital Age

Estates lawyers need to learn the new issues surrounding digital assets and online communications. Are you documenting virtual assets? What are the wishes of the…

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Webinar

Building a Balanced and Successful Legal Career: For Law Firm Support Staff

Learn how to build a balanced career in this Innovate Legal Online Meetup for support staff on May 13, 2021.

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Webinar

Work Smarter, Not Harder

Lawyers are working more than ever before. Hours of billable time are spent doing tedious tasks such as client intake, invoicing, and document creation. You…

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Webinar

How to Set up Firm Processes to Get More Clients

Learn how to set up a reliable intake system in this Innovate Legal Online Meetup.

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Webinar

Top 10 Malpractice Traps and Tools for Avoiding Them

Do you know how to prevent costly malpractice disputes? Join ALPS' Risk Manager, Mark Bassingthwaighte, and Clio's Joshua Lenon as they discuss strategies and tools…

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Webinar

The Rise of Modern Public Legal Departments

Many public legal departments are facing similar pressures — increased accountability and workload with reduced resources.

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Webinar

Building a Balanced and Successful Legal Career: For Associate Lawyers

Learn how to build a balanced legal career in this Innovate Legal Online Meetup with associate lawyers on May 18, 2021.

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Webinar

Legal Trends for Solo Business Growth Beyond COVID

Learn how you can grow your solo firm in this Innovate Legal Online Meetup with legal professionals.

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Webinar

Best Practices and Tools for Automating Firm Intake

Learn how to streamline your intake in this Innovate Legal Online Meetup with leading legal professionals.

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Webinar

The Keys to Converting More Leads to Actual Clients

Learn how to win more clients in this Innovate Legal Online Meetup with leading legal professionals.

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Webinar

Building a Balanced and Successful Legal Career: For Law Firm Partners

Learn how to build a balanced legal career in this Innovate Legal Online Meetup with law firm partners on May 20, 2021.

Webinar

Building a Balanced and Successful Legal Career: For New Law Firm Owners

Learn how to build a balanced legal career in this Innovate Legal Online Meetup with new law firm owners on May 26, 2021.

Webinar

[Special Event and Workshop] Lawyer Wellbeing: A Continued Conversation

Join this workshop on May 11 to learn mindfulness strategies, and ask questions of renowned author of The Addicted Lawyer, Brian Cuban.

Webinar

Introducing the Client-Centered Law Firm (Replay + Live Q&A)

Learn how to engage leads with a client-centered approach in this Innovate Legal Online Meetup with leading legal professionals.

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Guide

5 Steps to Easy(ier) Legal Accounting

Every lawyer knows that money matters. That's why it pays to take account of your accounting systems. With the advent of new technologies and legal…

Read Guide

Webinar

Winning and Welcoming Clients with a Client-Centered Approach

Learn how to engage leads with a client-centered approach in this Innovate Legal Online Meetup with leading legal professionals.

Watch Now

Guide

How Law Firms Should Adapt Their Business Due to COVID-19

COVID-19 has affected law firms of all types. Based on research data from tens of thousands of lawyers, this guide looks at how lawyers can…

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Webinar

Tools for Effective Communication During a Case

Learn how automated communication tools can save you time and keep your clients informed in this Innovate Legal Online Meetup with leading legal professionals.

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Webinar

After Resolution: Navigating Reviews, Referrals, and Retention

Learn how to retain clients with client-centered communication in this Innovate Legal Online Meetup with leading legal professionals.

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Guide

From Big Law to Boutique: Kate Colleary

Download our latest customer success guide to see how Kate uses Clio to replicate the powerful administrative tools available in large firms, allowing her more…

Read Guide

Guide

Sole Practitioner of the Year: Rachel Roche's Story

Download our latest guide to see how this English solicitor has succeeded in establishing a modern, organised, and efficient practice that she can run from…

Read Guide

Guide

The Complete Guide to Working Remotely as a Lawyer

In this in-depth guide, we’ll cover practical tips for working remotely, whether you’re completely new to remote work, or whether you’ve tried it in the…

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Guide

Becoming a Data-Driven Law Firm

Make a conscious effort to monitor crucial data points, and you’ll be better prepared to make better business decisions for your practice.

Read Guide

Webinar

Improving Law Firm Communication and Collaboration While Working Remotely

Join this webinar to learn how processes and tools can facilitate efficient communication and collaboration for your law firm.

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Guide

A Success Story: One Lawyer’s Recipe For Growth

In this free guide, learn how Clio customer Kevin H.Rosenthal has grown his practice and maximized his day by staying lightweight and agile.

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Guide

How Law Firms Hire For Success

In this guid you’ll gain insight into five key recruitment practices to Grow Your Law Firm.

Read Guide

Webinar

Essentials for Law Firm Success in 2021: Unlocking New Business

Learn creative ways to expand your client base via niche and underserved markets.

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Guide

Why Law Firms Are Moving to the Cloud

Learn how cloud-based practice management software can help meet the growing expectations of clients, staff, and an increasingly competitive legal marketplace.

Read Guide

Guide

The Law Firm Website Scorecard

This scorecard will help you assess where you’re doing well—and where your site needs work. Get opportunities to improve your website and get more clients.

Read Guide

Guide

The Ethics and Security of Cloud Computing

In this free guide, we’ll discuss the added business benefits of cloud computing that modern law firms can no longer ignore.

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Guide

A Lawyer’s Guide to Online Marketing

Master online marketing to increase brand awareness and earn more clients. Authored by the leading authorities on legal marketing, this guide will bring you quickly…

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Guide

Why Your Law Firm Needs an Online Payment System

This guide will show you how to streamline your practice with a more lean, organized payment processing system.

Read Guide

Guide

How to Manage Your Trust Accounting With Clio

Learn how Clio’s unique ledger system can keep your law firm in compliance with industry rules.

Read Guide

Webinar

Key Insights from the 2019 Legal Trends Report

Learn about the key findings and takeaways from the 2019 Legal Trends Report, the industry’s leading study of law firms, lawyers, and legal consumers.

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Webinar

Innovate Legal Online: How to be an Advocate for Access to Justice and Legal Reform

Learn how to become an advocate for reform and promote systemic change from within.

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Webinar

Accounting for Law Firms in 2020

Learn the basics of law firm and trust accounting, so you can stay on top of your firm’s finances year-round.

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Webinar

Learn how Ad Astra Law Group uses Clio to save time and collect more money

Hear it from a lawyer: Firms that bill and accept payments in Clio on average collect more money, save time, and offer better client service.

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Webinar

Agile for Law Firms

Since it was first published in 2001, the Agile methodology has radically changed how companies work. Agile has helped teams excel in rapidly changing environments,…

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Webinar

Alternative Practice Models in the New Normal

The practice of law continues to evolve. Lawyers are no longer limited between choosing to work in Big Law or running a solo storefront practice.

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Webinar

Annual planning for law firms

Learn how you can set your law firm up for success in 2020. It might be the most important thing you do all year.

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Webinar

[Global Industry Leader Panel] Building a Better Normal in Legal

Join global legal industry leaders as they reflect on changes in the industry in 2020, and share predictions and tips for building a better normal…

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Webinar

How to automate your bankruptcy firm

Learn from industry experts how to make your bankruptcy firm more efficient using technology in this 60 minute webinar.

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Webinar

How to Use Automation to Increase Efficiency at Your Law Firm

Join this webinar to learn from an industry expert about how to use technological tools to automate tedious tasks.

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Webinar

The Best Cloud Apps for Ambitious Law Firms

When advising law firms, PwC recommends five cloud-based solutions for managing cases, finances, and payroll. Watch now to find out how they can work for…

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Webinar

Better Billing for Lawyers Revisited

Lawyer's billing practices are coming under intense scrutiny from clients. A clearly communicated invoice with easy payment options can be a differentiator between you and…

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Webinar

Law Firm Cybersecurity in a Remote-first World

Learn the latest in law firm cybersecurity, and how to ensure your firm remains as secure as possible in a remote environment.

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Webinar

Beyond the Billable Hour: How Alternative & Contingency Fees Are Changing

Law firms working for businesses are finding themselves dealing with at least 7 new types of fees – from blended rates and conditional fees to…

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Webinar

How to bill an extra 8 hours every week

The average lawyer only bills 28% of an eight-hour workday. That's according to data looking at aggregate and anonymized data from 40,000 firms using Clio,…

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Webinar

How Mental Health and Addiction Affect Competence in the Legal Profession: A Webinar with Brian Cuban

Join Brian Cuban in this webinar to learn how the stress of the legal profession can fuel mental health issues—and what lawyers can do to…

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Webinar

Collaborative business development for mid-size and large law firms

Learn from industry experts on how to structure your firm in a way that promotes collaboration, a better client experience, and overall firm growth.

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Webinar

Business Development Strategies for Law Firms

Is your law firm’s business development lacking? Whether too focused on looming deadlines or uncertain of the best development approach for their area of law,…

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Webinar

Envisioning the Future of Law: Critical Lessons from the 2020 Legal Trends Report

Learn about the key takeaways from the 2020 Legal Trends Report, the industry’s leading study of law firms, lawyers, and legal consumers.

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Webinar

How to Choose a Legal Technology Consultant

Technology advancements have had a transformative impact on law firms. Whether it is the venerable fax machine or a modern suite of integrated cloud services,…

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Webinar

Client Confidentiality in the Digital Age

Client confidentiality is the bedrock of any trusted legal practice. It’s a priority that informs everything from personal interactions to firm-level data protection—all of which…

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Webinar

Innovate Legal Online: Moving Your Client Intake Process Online

Join Part 2 of Clio’s Virtual Law Firm Bootcamp series, for a deep dive into client intake best practices for lawyers working remotely.

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Webinar

Essentials for Law Firm Success in 2021: Innovating to Grow Your Firm

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Webinar

Clio Cloud Conference 2019: Announcements

Which product releases did you miss at the Clio Cloud Conference 2019? Find out in this webinar.

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Webinar

Clio for Civil Litigators

Civil litigators need to build the strongest case possible while balancing client demands, opposing counsel maneuvers, and court orders. Keeping track of deadlines, procedural requirements,…

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Webinar

Clio for Criminal Lawyers

Your days are spent in and out of the courtroom, your car is a second office, and the notification light on your phone is always…

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Webinar

Clio For Family Law Firms

Family practice lawyers juggle a lot of responsibilities. Not only do they act as advocates, litigators, and financial advisors, they also counsel their clients through…

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Webinar

Innovate Legal Online: Communication Tools for Law Firm Efficiency

Learn how to navigate the changing legal landscape by adapting your firm’s tool’s and processes.

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Webinar

Courtroom Etiquette for Lawyers

Often treated as beings of unlimited power and unknowable disposition, judges and their clerks are mysteries to many lawyers. How do you address them? What…

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Webinar

The Data-Driven Law Firm

Joshua Lenon, Clio’s Lawyer in Residence, shows you how to turn key insights from the 2017 Legal Trends Report into actionable strategies for improving your…

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Webinar

Innovate Legal Online: Developing a Strong Workday Mindset

A virtual meetup to help you maintain balance and improve habits during unprecedented times.

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Webinar

Innovate Legal Online: Evaluating and Developing your Personal Brand

Learn how to get your brand to shine in a crowded legal marketplace.

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Webinar

Welcome to the Digital Age: Thriving Through Periods of Transition

Learn how to streamline your firm’s processes to keep up with the legal industry’s changing demands.

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Webinar

Meet Clio: The Easiest Way to Manage Your Firm

You want to manage your law firm better—with less time and effort. And with Clio, you can. Recognized by over 50 bar associations in the…

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Webinar

Does cloud technology belong at your law firm?

Learn what cloud-based technology is, and how it can fit into your practice securely and ethically.

Watch Now

Tuesday, June 15, 2021

[CLE-Eligible Webinar] Privacy Compliance for Law Firms: Moving Beyond Confidentiality

Learn how the demands of privacy law are changing for legal professionals—and what these emerging regulations mean for your firm.

Tuesday, July 20, 2021

[CLE-Eligible Webinar] Redefining the Future of Law: Alternative Legal Service Models

Learn how to navigate—and capitalize on—the latest emerging law firm business models.

Tuesday, August 17, 2021

[CLE-Eligible Webinar] How to Build a Hybrid Law Firm: The Best of In-Person and Remote Law Offices

Learn what a hybrid law firm looks like, why running one is advantageous to lawyers and clients, and how you can build one of your…

Guide

Legal Trends for Solo Law Firms

Learn how solo law firms have adapted to remote working conditions, and how many have earned an average of $50,000 more than others.

Read the Report

Webinar

Year-End Tax Planning for Law Firms: How 2020 Impacts Your 2021 Tax Returns

From working from home to payroll protection programs, find out everything that can affect your firm’s 2021 tax return.

Watch Now

Webinar

Everything You Need to Know to Build the Perfect Virtual Client Intake Process for Your Firm

Learn how to ethically streamline and automate the client intake process at your law firm—even when working remotely.

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Webinar

Essentials for Law Firm Success in 2021: Shifting to a Client-Centered Mindset

See what Reisman Award-winning firms will focus on in 2021 for continued success.

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Guide

The 2020 Legal Trends Report

Learn how small changes can lead to major gains over time—and what to prioritize based on the needs of your firm and your clients.

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E-Book

Designing Your Law Firm’s New Normal

Test your innovative ideas for law firm success with this free e-book from Clio and legal industry expert Mike Whelan, Jr.

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Guide

7 Easy Steps to Easier, More Efficient Billing

Learn to save time, reduce outstanding bills, and get paid faster

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SPEAK TO AN EXPERT SERIES

US CARES Act Workshop

Learn about US Government Funding options with the COVID-19 crisis. Learn all about the US CARES Act, specifically the Payment Protection Program, and how to…

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Speak to an Expert Series

How to Improve Client Expense Tracking with Clio and Quickbooks Online

Learn how cloud technology, like Clio & Intuit Quickbooks Online, can improve your law firm’s expense management process and increase visibility into your firm’s expenses.

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Research

COVID-19's Impact on Legal

Get access to Clio's ongoing research into the impact of COVID-19 on the demand for legal services and the day-to-day operations of law firms.

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Clio Manage - Quick Start Session #1

Start Using Clio Manage Today

In this daily session, you’ll learn how to set up and use Clio Manage to run your practice remotely, how to record billable time, and…

Clio Manage - Quick Start Session #2

Fast Track to a Paperless Practice with Clio Manage

In this daily session, you’ll learn how to manage digital files and emails in Clio Manage, how to share documents securely, and how to request…

Clio Manage - Quick Start Session #3

Billing for Your Work

In this daily session, you’ll learn how to start billing your clients remotely to get paid faster—from tracking activities to customizing and sending bills to…

Clio Manage - Quick Start Session #4

Getting Paid Quickly and Reliably

In this daily session, you’ll learn the strategies for getting paid quickly and reliably in the cloud, including how to receive credit card and trust…

Clio Grow - Quick Start Session #1

Start Using Clio Grow Today

Every Monday, Wednesday, and Friday, learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and…

Clio Grow - Quick Start Session #2

Seamless Scheduling and Matter Management with Clio Suite

Every Monday, Wednesday, and Friday, learn how to connect your Clio Grow and Clio Manage accounts to simplify client scheduling and matter management.

Clio & Beyond - Quick Start Session

Collaborating and Client Experience in the Cloud

Every Tuesday and Thursday, learn how to use Clio and other industry-leading tools to remotely collaborate with colleagues and offer a client-centered experience in the…

One Pager

How to collect more money with Clio

Learn how to collect more money and save time with Clio Payments in 5 simple steps.

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Infographic

Cloud Computing Due Diligence Checklist

23 questions to ask your case management vendor before signing on the dotted line.

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One Pager

One Pager: Clio Scheduler

Get a quick overview of Clio Scheduler's functionality in PDF format.

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One Pager

One Pager: The Firm Dashboard

Get a quick overview of Clio Manage's Firm Dashboard in PDF format.

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Guide

A Rundown on Clio's Security Protocols and Infrastructure

Protect your clients’ information and firm’s data with top security features and protocols. Here are the measures Clio takes to keep your information secure.

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One Pager

One Pager: The Clio Mobile App

Get a quick overview of the Clio Mobile App's features and functionalities in PDF format.

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Guide

The 2019 Legal Trends Report

Get access to the legal industry’s first longitudinal analysis on how law firms succeed—and how they struggle.

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One Pager

How to set-up online payments

Learn how to set-up Clio Payments for your firm in a few simple steps

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Case Study

How Moving to the Cloud Made Locks Law More Secure and Efficient

Discover how Locks Law used cloud technology to increase data security (better than ever before), stay organized, save on operational costs, and more.

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Guide

The 2018 Legal Trends Report

Get in-depth analyses on today's legal consumer: Learn what makes them hire, what makes them recommend your services, and how they want to communicate with…

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Guide

The 2017 Legal Trends Report

Learn how law firms spend their non-billable time, and how this affects average billables at the your law firm—plus, get new research on what clients…

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Case Study

A Success Story: Simple Solutions to Improve a Firm’s Efficiency

Jennifer Reynolds understands that the needs of her clients go beyond building a case.

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Case Study

Delivering Justice with a Smartphone: Robert Guest

For Criminal Defense attorney Robert Guest, the days of lugging around cumbersome paper files from one court appearance to the next are long gone. He…

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Guide

The 2016 Legal Trends Report

Learn how the right data insights can change how you run your business—and which insights are most crucial to law firm success. Don't miss insights…

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One Pager

Clio for Criminal Law

The divergence between being a good criminal lawyer, and becoming a superb one, isn’t in the cases you take on but in how they are…

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One Pager

Clio Payments: Stop Waiting to Get Paid

Your clients have become accustom to streamlined and convenient customer experiences — paying bills is no exception. Unlike the majority of modern businesses, most lawyers…

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One Pager

Clio for Family Law

Family Law is full of detail and document intensive workflows — often repeated case after case. From collecting personal details and timelines of key events,…

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One Pager

Clio for Civil Litigation

Every client expects you to deliver a win and as a civil litigator it’s your duty to build the strongest case possible to ensure that…

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Case Study

A Success Story: The Automated Legal Practice

Practicing law in a time of economic instability has been a common theme for thousands of practitioners over the last decade. Lawyers who have adopted…

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Case Study

A Success Story: Clio and your Family Law Practice

Family Law is largely a delicate balance of helping a client transition through life-changing decisions and managing the practical aspects of the law. There’s no…

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Case Study

A Success Story: Clio’s First Customer

The decision to leave Big Law and start an independent practice can be a challenging adventure. It’s even more of an undertaking when your chosen…

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Case Study

A Success Story: One Lawyer’s Recipe to Advocate, Innovate, and Appreciate

The pressure of managing your firm’s operations while growing your practice is a monumental challenge.

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One Pager

Uncomplicate your Everything: How Clio can help you simplify your operations

Many firms are using multiple, standalone solutions to manage the day-to-day operations of their practice.

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One Pager

Meet your new assistant

Running your practice demands a lot of time and energy. So, when you start feeling the pressure, it’s time to hire a personal assistant to…

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One Pager

High Growth, Low Cost: How Clio Can Help You Grow Your Firm

If you are like most solo and small firms, growing your practice feels like a daunting challenge. How do you identify and acquire the right…

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Infographic

What do Lawyers Love About The Law?

Valentine’s Day is right around the corner and love is in the air—and what better time for lawyers to revisit what they love most about…

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