Getting Started with Clio
This training webinar will cover the core fundamentals of Clio: Contact and Matter management, Timekeeping, Billing, Documents and Navigation tips. Ideal for anyone that is new to Clio, training a new employee, or if you need a refresher on the basics.
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Setting Up Your Account for Success
This Webinar will walk through how to best set up a new Clio account to better enable you to efficiently work with the Clio tool. During this session, we will cover Managing Users, Billing Templates, Billing Rates, Permissions, and Bank Accounts. Getting these setup will allow you to better customize and make use of your time in Clio.
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Billing Bootcamp
This billing-focused webinar will go over the entire billing process, including generating bills, the approval process, paying bills (including Trust), settings, tips and tricks, and best practices. Watch this webinar to improve your workflow, or gain efficiencies, with billing in Clio.
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Clio & Zipwhip
Zipwhip is a Clio integration partner which can streamline firm communication by using your existing business phone number to send and receive text messages. These text messages are then automatically logged in Clio. Learn more by clicking below!
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Role Specific Training: Support Staff
This webinar includes Clio training specifically tailored for legal support staff.
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Role Specific Training: Attorneys
This webinar includes Clio training specifically tailored for attorneys.