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CLIO ACADEMY

Get Connected

Make collaboration across your firm, clients, and co-counsel seamless.

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RESOURCE TYPE

Course

DURATION

1.5 hours

LEVEL

Beginner

PRODUCT

Clio Manage, Clio Grow

A woman in a pink shirt speaks and gestures with her hands during a discussion.

Make collaboration with your firm, clients, and co-counsel seamless.

Discover how to elevate communication and collaboration from case to case with a secure client-attorney portal, text messaging, and more.

In 1.5 hours, you’ll learn how to:

  • Streamline communication using messaging features, document sharing, and task management
  • Optimize your calendar organization and manage communication through the client portal, text messaging, and email templates
  • Enhance engagement and collaboration to keep your team and clients connected more effectively
Let’s get started!

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Become a Clio Certified Administrator

Put your Clio knowledge to the test by taking the Clio Certified Administrator exam, designed to deepen your understanding of Clio’s features while demonstrating your expertise to your firm and clients.

By taking the exam, you’ll:

  • Deepen your understanding of Clio’s features
  • Put your skills to the test from handling bills to optimizing workflows
  • Enhance your professional credentials with a certified administrator badge
Get Certified