Clio Customer Training

Keeping your Data Secure and Up to Date

Live and recorded Clio training for creating beautiful bills in Clio

Now available to watch on-demand.

Join this Clio training session to learn how to keep your data clean and up to date in Clio. We will also be discussing techniques and best practice for keeping  your data secure.

This training session will cover:

  • Best practices for capturing and maintaining useable data
  • Data security on Clio 
  • Data escrow–backing up your data

Duration: 45 minutes: 30 minute demonstration + 15 minute Q&A

Provide feedback and suggest training topics:

We have more free and live training webinars in the works. If you’d like to suggest topics or there are areas of Clio you’d like more help with please let our Manager of Customer Success, Lisa Hampel know at [email protected].

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