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CLIO ACADEMY

Get New Clients

Get strategies to attract, engage, and onboard new clients.

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RESOURCE TYPE

Course

DURATION

1.25 hours

LEVEL

Beginner

PRODUCT

Clio Grow

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This course will equip you with strategies to attract, engage, and onboard new clients.

Boost your firm’s marketing efforts and achieve long-term growth with effective ways to intake new clients, schedule appointments, and market your firm.

In 1.25 hours, you’ll learn how to:

  • Streamline client onboarding through intake forms and online appointment scheduling
  • Implement effective marketing strategies to attract and retain prospective clients
  • Enhance client communication to set your firm up for future growth
Let’s get started!

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Learn how to keep your firm running smoothly.

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Get Paid

Take control of your firm’s financial health with smart billing strategies.

Get Paid
Light blue folder icon with "CLIO ACADEMY" on the tab and "Get Connected" on the body.

Get Connected

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

Get Connected
CLIO ACADEMY Work Smart text on a light beige background.

Work Smart

Increase productivity across your firm with practical approaches.

Work Smart
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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