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CLIO ACADEMY

Get Organized

Learn how to keep your firm running smoothly.

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RESOURCE TYPE

Course

DURATION

2.25 hours

LEVEL

Beginner

PRODUCT

Clio Manage, Clio Grow

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This course 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
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