Improve your efficiency by getting the most out of Clio
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Get Started Quicker
Get setup with best practices and training so you can be up and running quickly
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Increase Your Efficiency
Learn how to use Clio’s advanced features to maximize your efficiency
Training
We offer virtual and in-person training to maximize your firm's efficiency with Clio.
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Personalized Product Training
Get live, virtual training with one of our product experts to access tailored workflow recommendations and hands-on coaching to maximize efficiency, organization, and profitability at your firm.
Training for new team members
We train on all features and help customize Clio products to what your firm needs. We aim to understand what processes you’re currently using outside of Clio and show how Clio works where you work.
In-person Team Training
One of our training consultants will develop a custom training plan and deliver it on your home turf. We’ll ensure your team is quickly set up to use Clio effectively, while setting aside time to work one-on-one with individual team members for additional training and consultation.
Talk to us about training
Migrations
Quickly and securely migrate your data and documents to Clio.
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Data Migration
Our team members are ready to perform fast, efficient, and secure data migrations from over 100 different software providers to get you up and running quickly in Clio.
Document Migration
We’ll help you migrate from any starting point—no manual dragging and dropping required. When your documents are in Clio, you can take advantage of features like sharing in Clio for Clients, e-signature, and summarization.
Talk to us about a migration
Get Started Faster
Account Setup and Customization
We’ll create an end-to-end workflow for your client data that features tailored intake forms, mapped custom fields, and templated documents. Once complete, you can use Clio to collect your clients’ intake information, store it in your firm’s records, and use it to automatically populate documents when you need them.
Custom Fields and Field Sets
Organize matter data with custom fields that fit your workflows. We will set up structured data fields and groupings, eliminating the trial-and-error process of manual setup.
Document Automation
Generate pre-filled documents instantly to reduce repetitive data entry. We will create custom templates and ensure proper merge fields are applied, so documents populate correctly every time.
Matter Stages and Matter Templates
Track case progress with clear, visual stages that help manage workloads. We will build your practice area-specific matter stages that reflect your unique case processes, reducing confusion and inconsistency. We will also set up your practice area specific Matter Templates to speed up matter creation.
Bill Themes
Customize invoices to match your firm’s branding and client expectations. We will configure invoice layouts, fonts, and formatting to include details that your clients find valuable to feel good about paying your invoice.
Task Lists
Ensure critical steps in your legal workflows are followed every time. Connect with a Clio Training Consultant to create structured task lists with deadlines and dependencies during a hands-on live training session, ensuring your team knows the plan for each matter your firm handles.
Grow Automated Workflows
Automate client intake and follow-ups without the need for manual intervention. Clio Professional Services will design and implement workflows tailored to your firm’s specific intake needs, ensuring proper sequencing and triggers for maximum efficiency.
Intake Forms Linked to Custom Fields
Easily capture and store client details by linking form responses directly to matters. Our team will configure the forms and field mappings correctly to prevent errors and data loss. We’ll transform them from static data collectors into dynamic tools that seamlessly transfer information from Clio Grow to Clio Manage, reducing manual data entry.
Clio Draft Templates
Standardize legal documents across your firm for consistency and accuracy—converting your Microsoft Word-based documents into easy-to-populate online templates.
A Partner You Can Trust
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1-on-1 assessments
Work with our dedicated team of experts to design a customized plan based on your needs.
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Tailored solutions
We provide hands-on guidance and support to ensure you get the results you expect.
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Dedicated experts
Get personalized guidance from award-winning experts, ready to optimize Clio for your firm.