Clio Customer Training

Clio Reports & Dashboards

Live and recorded Clio training.

Now available to watch on-demand.

A robust reporting and performance tracking process is key to running an effective and prosperous firm. Join this Clio training session to see how Clio can help. 

In this free session, you’ll learn:

  • How to use Clio’s dashboards to assess how both fee earners and your firm overall are performing.
  • What reports are available on Clio and how to use them.
  • Best practices for reporting on Clio.
  • How to use custom fields and activity categories to quickly create customised reports that suit your firm’s needs.

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

Can’t make the date? Don’t worry—we’ll send a recording to everyone who registers!

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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