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Clio Academy

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

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RESOURCE TYPE

Course

DURATION

2.5 hours

LEVEL

Beginner

PRODUCT

Clio Manage

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This course will empower you to take control of your firm's financial health.

By fine-tuning your firm’s financial management from tracking your time and invoicing clients to collecting payments, you’ll not only free up valuable time but also provide a better client experience.

In 2.5 hours, you’ll learn how to:

  • Set up efficient billing preferences and customize invoices to improve client satisfaction
  • Streamline your billing process and explore modern payment solutions to save time
  • Master time tracking and explore best practices for managing your firm’s financial operations
Let’s get started!

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Clio Academy: Get Organized

Get Organized

Learn how to keep your firm running smoothly.

Get Organized
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Get New Clients

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

Get New Clients
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Get Connected

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

Get Connected
File folder tab with "CLIO ACADEMY" at the top and "Work Smart" below.

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