Get Started: Clio Matters & Work

Session Details

Welcome to Clio! In this session, we’ll get you up and running in both Clio Manage and Clio Work, the essential foundation for the business and practice of law.

In 60 minutes, you’ll learn how to:

• Set up your account, users, and Custom Fields in Clio Manage
• Create contacts and matters to organize your clients and cases
• Track time, expenses, and documents within your matters
• Use Clio Work to research legal questions, analyze documents, and draft with AI

This session includes a 60-minute training followed by a 15-minute Q&A with our support team.

Not using Clio Work? Join this session instead Get Started: Clio Matters.