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This learning path will equip you with strategies to keep your firm running smoothly.
You’ll master key elements to improve your firm’s efficiency such as managing cases, organizing documents, and securely handling client data.
In 2.25 hours, you’ll learn:
- Best practices for managing user access, matters, contacts, and calendars
- How you can capture information, organize documents, and track finances simply
- How to strengthen data security with proven strategies for encryption and authorization
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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
Get Certified
Put your skills to the test from handling bills to optimizing workflows
Enhance your professional credentials with a certified administrator badge