Live sessions. Expert Q&A.
Every Friday, our experts walk you through practical tips, powerful features, and best practices to help your firm work smarter and more efficiently.
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Each 60-minute session includes:
- 30 minutes of expert training
- 30 minutes of live Q&A, where you can get your questions answered
Unlock hidden tools, work smarter with documents, streamline billing, and gain better insights into your firm’s performance.
Upcoming Sessions:
Friday, April 10, 2026 at 11 a.m. PT | 2 p.m. ET
Unlock Hidden Gems in Clio Manage
Explore specific tools in Clio Manage that help you draft faster, schedule smarter, and collaborate with clients without the email back-and-forth.
You’ll learn how to:
- Simplify daily inputs using text snippets for time, notes, tasks, and communications
- Master your schedule with calendar tricks to reclaim your time
- Centralize all client communication via the portal to eliminate email clutter
Friday, April 17, 2026 at 11 a.m. PT | 2 p.m. ET
Work Smarter with Documents in Clio Manage
Get organized, automate documents, and learn best practices to simplify document management and make collaborating easier for your firm.
You’ll learn how to:
- Organize and manage files so documents are easy to find and work with
- Automate documents directly from your matter—no third-party tools required
- Manage and share documents securely with colleagues and clients
Friday, April 24, 2026 at 11 a.m. PT | 2 p.m. ET
Proactively Prepare for Billing Week
Learn from a Clio expert how to proactively prepare for billing week so you can reduce time spent on manual cleanup, backtracking, invoice reviews, and follow up.
In this webinar, you’ll learn how to:
- Manage activities daily as the first step of preparedness
- Set up bill reminders, personalized emails, and payment profiles
- Generate, share, and send bills in bulk
- Make billing week faster and more efficient for your team
Friday, May 1, 2026 at 11 a.m. PT | 2 p.m. ET
Mastering Insights with Clio Manage Reports
See how tailored reports can help your firm make better decisions, improve efficiency, and protect sensitive information as you grow.
In this webinar, you’ll learn how to:
- Use Clio reports to drive profitability, accountability, and compliance
- Filter, customize, and schedule ready-made Clio reports for daily operations
- Uncover firm-specific insights using flexible features, filters and groupings in Custom Reports