New Clio Webinars
Previous Clio Webinars

New Clio Webinars

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.

View a previously recorded version.

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.

View a previously recorded version.

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 iOS App Overview

This webinar will run through what you can do while on the go with the Clio iOS App.

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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.

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Keeping Your Firm on Track

This webinar will go through calendaring, tasks, matter management, and some navigational tips and tricks.

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Clio's Elite Features

This webinar will go through features of Clio available on our Elite subscription: Campaign Tracker, Court Rules, Matter Budgets, Elite Reports, and Advanced Tasks.

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Previous Clio Webinars

Overview Webinar

Whether you're new to Clio, or simply looking for a quick refresher, the introductory Overview Webinar offers a full overview of the various features and capabilities of Clio to help users understand the many ways Clio can help to simplify practice management.

During this session we cover:

Adding a new contact
Adding a new matter
Retainers
Adding time and expense activities
Adding documents
Sharing resources via Clio Connect
Reports
Generating invoices

You can view a previously recorded version.

Overview Webinar - Interactive

During this recorded session we dive into Clio head-first to learn about creating Contacts, Matters, Trust Requests, Time and Expense Entries, Bills, and more. Follow along and on your side review your account's data and the Support Site's information to best answer the questions posed during the recording.

During this session we discuss:

Adding a Contact and the fields within
Adding a Matter and fields specific to that Matter
Requesting Trust funds
Adding billable entries
Generating Bills
How to share the Bill via Clio Connect
Modifying your firm's displayed information
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Advanced Billing

In this session, we'll review some advanced bill settings including Payment Profiles and Interest Calculations, Applying Write-Offs, Statements of Accounts and generating a Quick Bill when you're crunched for time.

During this session we discuss:

Set up Payment Profiles
Including Interest and Early Payment Discounts
How to enable and use UTBMS Codes
Generating and Editing Invoices
Applying Payments, Discounts and Write Offs
Creating Statements of Account

You can view a previously recorded version.

Balancing Act: Integration between Clio and Quickbooks

In this session, we'll review how to integrate Clio with Quickbooks, including transmitting invoice summaries, payments, and other transactions. This session is designed to help participants leverage the power of Clio in conjunction with Quickbooks, while maximizing efficiency, and minimizing duplicate entries.

During this session we discuss:

Clio and Quickbooks Desktop
Data that transfers
How to Export

You can view a previously recorded version.

Beautiful Bills: Bill Themes

In this session, we'll explore how to create highly customized invoices via Clio's powerful invoice themes/templates. We'll review functional items such as trust/operating account balances, previous amounts owed, and display options, along with more aesthetic customizations such as custom logos, colours and font choices. This session aims to instruct attendees on how to leverage Clio's billing customizations in order to create invoices that are a beautiful reflection of the firm brand.

During this session we discuss:

Creating a new Bill Theme
Display option details
Client Information
Billing Information
Accounts, Trust and Operating
Overdue Bills
After making the above changes, we go over applying Bill Themes

You can view a previously recorded version.

Basics of Billing

In this session, we will explore your bill settings and general invoicing; including how to apply payments, discounts, and write-offs. (Please note - Bill Themes will be discussed generally but for an in-depth overview of Bill Themes and customizing your bills, please see the "Beautiful Bills: Exploring Clio's Flexible Bill Themes to Create Invoices That Beautifully Reflect Your Brand")

You can view a previously recorded version.

During this session we discuss:

Bill Settings
Bill Themes
Bill Generation
Quick Bill
Edit Bills
Discounts, Credit Notes, Write-Offs
We end the session with some discussion around training resources, and our Support site.

If you are interested in learning solely about Payment Profiles, Interest Calculations, Write-Offs, and Statements of Account?

You can view a previously recorded version.

Calendar and Tasks

In this session, we'll explore how to keep track of events, appointments, and tasks in Clio so that you and your firm can keep track of the time that you spend working on your matters.

During this session we discuss:

Calendars
Tasks

You can view a previously recorded version.

Clio + Box

In this session, we will walk you through what Box does, how it integrates with Clio and how to set up the integration and begin using Box in your everyday workflow. By the end, you'll know what Box does, how to integrate it with Clio and also be better informed on whether or not Box is the right document management system for your firm.

During this session we discuss:

The Box document integration

You can view a previously recorded version.

Clio + Dropbox

In this session, we will walk you through the ins and outs of Dropbox, how it integrates with Clio and how to set it up and use it in the everyday workflow of your firm. By the end, not only will you see how Dropbox works and how it integrates with Clio, but you'll be able to make an educated decision on whether Dropbox is right for your firm.

During this session we discuss:

The Dropbox document integration

You can view a previously recorded version.

Clio + LawPay Online Payments - A Co-Hosted Webinar

In this session, we will give you an introduction to LawPay's payment processing services and show you how to connect Clio to LawPay so that you can allow your clients to pay their invoices online.

During this session we discuss:

Classic online payments

You can view a previously recorded version.

Clio + Lexicata - A Co-Hosted Webinar

In this session, Aaron George, co-founder of Lexicata, demonstrates Lexicata's key features and integration with Clio.

You can view a previously recorded version.

Clio + Xero: Cloud Accounting

Discover why using the Xero accounting tool is a good fit with Clio and learn about its amazing cloud-based benefits. We'll go over setting up the integration, see how invoices and contacts will sync to Xero effortlessly in its current phase, and also review payments, expenses and taxes.

During this session we discuss:

Clio and Xero
What integration transfers
Setting up the sync

You can view a previously recorded version.

Collaborating with Clio Connect

In this session, we'll demonstrate how to leverage Clio's client portal, Clio Connect, to effectively and securely collaborate and communicate files, correspondence and bills including secure messaging right from Clio! From the basics of sharing a resource, to more advanced features such as enabling online bill payment, this session is designed to review all aspects of Clio Connect from both the attorney and client perspectives.

During this session we discuss:

What Clio Connect is
Access and Security
Clients and Co-Counsels
Secure Messaging
Navigating Clio Connect
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Custom Fields: Information where you want it

In this session we will be taking you through the different places that you can add custom fields into Clio, and how that can fit in with your everyday workflow to help keep your information even more organized and accessible than before. Through adding fields in both the Matter and Client screens, you can also pull this logged information into automated document templates.

During this session we discuss:

Creating Matter and Contact custom fields
Creating Custom Field sets
Adding Custom Fields to document templates
Exporting Custom Field content into Excel .CSV files
Searching Custom Field data via Filters

You can view a previously recorded version.

Data Driven Productivity with Clio

Taking control of your firm's data is simple in Clio. Utilizing Advanced Reports, track your firm's productivity and ensure reliable accountability. Join Clio's Data Driven Productivity Webinar to learn from our Accounts team and Training team.

During this session we discuss:

Advanced Tasks
Advanced Reporting
Comparing Reports and Tasks
Data Driven Decisions
Measuring success and actioning

You can view a previously recorded version.

Document Automation- Creating Workable Templates

In the Document Automation - Creating Workable Templates webinar we walk through the basics of how to take an existing template and populate it with fields that will automatically pull information from your Clio account. Templates can be used to automate letters, contracts, and other common documents your firm works with to help you save time. Save time by taking advantage of tools already available to you.

During this session we discuss:

Merge Fields
Custom Fields
Templates
Categories
Generating Documents
Adding Time
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Advanced Document Automation

In this session, we demonstrate advanced MS Word techniques for adding conditional fields and form controls to your Word template. We also demonstrate how to add editing restrictions to your template. This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation.

During this session we discuss:

Microsoft Word techniques
Conditional text/statements
Advanced template rule creation

You can view a previously recorded version.

Advanced Document Automation - Condensed

In this introductory demonstration we review the basics of Advanced Document Automation. This advanced webinar is intended for users who are already comfortable with creating Word templates for use in Document Automation.

During this condensed session we discuss the basics of:

Microsoft Word techniques
Conditional text/statements
Advanced template rule creation

You can view a previously recorded version.

Documents and Communications: Collaborating Effectively - Interactive

In this session, we'll provide a practical overview of how to leverage Clio's document management and communications tracking features to securely store, access, share, and modify important client correspondence. Learn how to manage document versions, append notes to changed files, and share correspondence with clients via Clio Connect. We'll also cover how to archive email correspondence, utilize our secure messaging and review how to employ communications as a phone message tracking system.

During this session we discuss:

Documents
Comments
Integrations
Communications
Sharing
Clio Connect
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Empowering your Firm with Elite Features

Follow along as we go through how to use Elite features in Clio. In this session we walk through creating a lead with Campaign Tracker, creating a Matter with a Budget, tracking a Court Rule and an Advanced Task, followed by creating a bill to be paid with Clio Payments and reviewing the resulting revenue with the Originating Attorney Revenue Report. See how these features can assist with your daily workflow.

During this session we discuss:

Campaign Tracker
Matter Budgets
Court Rules
Advanced Tasks
Clio Payments
Originating Attorney Revenue Report
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Getting Started - 10 First Steps

In this session, we'll go over the 10 basic steps to consider when starting out with Clio which will save you time and get you on the right track. This session touches on using your browser with Clio, adding other firm users, setting up bank accounts, adding your firm logo, exploring Clio's many Settings, creating Activity Descriptions, sharing your calendar, creating the look of your invoices, setting up contacts and clients, and adding your cases.

During this session we discuss:

Users and Permissions
Firm Logo and information
Creating Bill Themes
Setting up User Rates
Activity Descriptions and UTBMS Codes
Setting up Bank Accounts
Bringing forward previous Trust and client balances
Branding
Creating your first Contact
Creating your first Matter

You can view a previously recorded version.

Utilizing the Google Integrations: Synchronizing your Clio Practice.

In this session, we'll demonstrate how to use the Google Integration and the Clio Sync for Google in conjunction with Clio. There are three main components of the Google - Clio integration which are the Google Apps Integration, Calendar Sync and Contact Sync. You will learn the differences between Google Apps and GMail, the benefits of a single sign-on, how to sync your calendar to a new or existing Google calendar and utilizing the preview pane prior to initiating the contact sync.

During this session we cover:

Google Apps and Gmail
Single Sign On
Calendar and Contact sync
Google Drive

You can view a previously recorded version.

Interest Calculations and Statement of Accounts.

In this session, we'll demonstrate how you can create Payment Profiles to include early payment discounts, and add simple or compound interest to new bills. We'll demonstrate how you can write-off interest and have them display as credit notes, and show you how to generate Statement of Accounts to summarize what is still outstanding which is very useful where there are no new bills to generate in a billing cycle.

During this session we discuss:

The value of Interest
Payment Profiles
Simple and Compound Interest
Write-Offs and Credit Notes
Statements of Accounts

You can view a previously recorded version.

Managing Client Funds in Clio

In this session, we'll review how to manage client balances in the form of Trust funds, retainers or pre-payments. From initial deposit to final disbursement, this session aims to demonstrate the ease with which client funds can be accurately tracked using Clio.

During this session we discuss:

What an account is in Clio
How to set up an account
Examining an account ledger
Pooled accounts vs. Client micro ledgers
Adding and moving funds
Returning funds
Trust reporting

You can view a previously recorded version.

Clio's Mobile Overview Webinar

In the following video we will discuss the mobile applications for iOS and Android devices to ensure you can efficiently run your firm while on the go.

During this session we discuss:

Clio's iPhone app
Clio's Android app
Tracking time while on the go

You can view a previously recorded version.

Overview: Document Management Integrations

In this session, we'll be explaining the new document management integrations that Clio now offers, and why they could be central to keeping an organized practice. To help you understand the ins and outs of the companies, we will start with a brief overview of Box, Dropbox and Google Drive, and then move into a discussion of each individual application. You'll learn how to set up the integrations, and tips and tricks on how to use each to effectively manage your documents in your everyday workflow.

During this session we discuss:

Box
Dropbox
Google Drive
NetDocuments

You can view a previously recorded version.

Plays Well With Others: Overview of Clio's Integrations

In this session, we will be introducing users of Clio to all the different applications that we sync with, feed to, and have full integrations with. We will also be covering what exactly that last sentence meant, just in case you were wondering. This overview will be in quick clips, and time to point out the resources to more information on every topic covered will be included. Integrations with Clio currently offered are: Google and Outlook Syncs, iCal feeds, full integrations with Dropbox and Box, Clio Express, Clio Mobile, Clio Connect, and exporting to Quickbooks.

During this session we discuss:

Google Sync for Calendars and Contacts
Calendars and Tasks
Gmail Extension
Document Integrations
Xero and Quickbooks Online
iPhone and Android Apps
Fastcase
Zapier
Clio Connect

You can view a previously recorded version.

Setting up Clio for Success Webinar

Join our Customer Success and Training teams as we walk through how to best set up a new Clio account to better enable you to efficiently work with the Clio tools. During this session we will cover Matter Numbering, Custom Fields, Billing Templates, Task Lists, Billing Rates, Permissions, and Billing Templates. Following these steps will save you time in, and help you better customize, your Clio account.

During this session we discuss:

Permissions
Billing Rates
Custom Fields
Matter Numbering
Practice Areas
Billing Templates
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Settings and Tips & Tricks

In this session, we'll go over the Settings area and review the different options available within the System, Personal, and Clio Settings sections. Also we'll demonstrate some fabulous time saving tips & tricks on navigating within Clio and using your browser, as well as show you how to perform conflict checks, and some handy billing tips, too.

During this session we discuss:

Learn how to navigate Settings
Basic billing tips
Conflict checking

You can view a previously recorded version.

Tracking Billable Time Efficiently

In this session we will demonstrate how to reliably and accurately capture your time using Clio. Never lose another billable hour by integrating Clio’s easy-to-use time tracking features as a part of your daily workflow. Learn about how Clio Express can facilitate time-tracking from any location, and review how to create a time record when completing virtually any activity in Clio and on our iPhone App.

During this session we discuss:

Rate Hierarchy
Activity Descriptions
Timekeeper
Time Rounding
Gmail Plugin
iPhone and Android
We end the session with some discussion around training resources, and our Support site.

You can view a previously recorded version.

Trust Requests

Whether tracking Trust Transactions is part of your daily workflow or only occurs occasionally, it is important to understand the value of proper trust accounting. In this session we discuss Clio's Trust Request tool and how it can be implemented in a regular workflow.

During this session we discuss:

Collecting payment
Documenting work and expenses
Issuing customized requests
Depositing and Transferring funds
Trust documentation

You can view a previously recorded version.

Trust Accounting You Can Trust

In about a half an hour you will learn what's changed in our trust account management system in Clio. This will help you make sense of the changes in your accounts as well as prepare you for recording Trust transactions moving forward.

During this session we discuss:

Receiving funds into Trust
Contact and Matter level funds
Transferring funds
Paying bills from Trust

You can view a previously recorded version.