2017

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Training Videos

Looking for one of our Training Videos?  You can find all of Clio's videos on our YouTube channel.

 

New to Clio

Getting started quickly in Clio

In under 8 minutes we walk through the steps of creating your Clio account right to creating your first invoice.

Security in Clio

This video reviews the security measures Clio takes to protect your information, and steps you can take in your account to improve internal security. 

Creating Billable Entries

Get started working on Time Entries by understanding how to use the timekeeping tools in Clio.

 

Clio Features

Accounts

In this video we review Accounts in Clio and best practices you can take to ensure accurate account reconciliation.

Activities

Learn about tracking time and expenses and improving workflows. 

Advanced Tasks

Take a look at the newest way to track details on Tasks with this elite feature.

Bills

In this video we will discuss the Bills tab in Clio, and how to review your invoices.

Box

This video reviews the document integration between Box and Clio.

Calendar

In this video we review the Calendar tab in Clio, and how to review your different events.

Campaigns

Clio's Campaign Tracker tool allows you to track your marketing spend. In this video, we review the Campaigns tab in Clio.

Clio Connect

Learn about the basics of Clio Connect and how you can collaborate more efficiently with your clients.

Clio Connect: The Client Perspective

Take a look at the Clio Connect tool as your clients will see it. 

Clio Payments

Learn about how you can take credit cards inside of Clio.

Contacts

In this video we review the Contacts tab in Clio, and how to see your different Contacts.

Court Rules

Learn about how you can use Court Rules to help manage dates and deadlines for important documentation.

Secure Message

Learn about how you can use Secure Messages to communicate with users in your firm, and contacts.

Phone & Email Logs

Learn about how you can use Phone & Email Logs to track your client communications in Clio.

Custom Fields

This view reviews Custom Fields and how you can use this feature to customize your Client and Matter intake forms.

Document Automation

Learn about how to use Document Automation to save time on creating documents. 

Documents

In this video we review the Documents tab in Clio. Here you will see your whole library of Documents.

Dropbox

In this video we review the Documents tab in Clio. Here you will see your whole library of Documents.

Filters

Follow along as we go over the Filters across different pages in Clio. The functionality allows for custom sorting and filtering based on varying options made available.

Global Search

Utilizing the Global Search tool you can quickly perform conflict checks and other searches.

Google Drive

In this video we review the document integration between Clio and Google Drive.

iOS App

In this video we review Clio's iPhone app.

Matters

In this video we discuss the Matters tab in Clio. Here you can see a list of all your cases, and how to search them.

Mobile Phones Overview Webinar

In this session we discuss Clio's mobile apps and how they can assist in running your firm on-the-go.

NetDocuments

In this video we discuss the document integration between Clio and NetDocuments.

OneDrive

In this video we discuss the document integration between Clio and OneDrive.

Practice Dashboard

In this video we review the Practice Dashboard page. On the Practice Dashboard page you can see metrics based on your firm's billing information.

Practice Firm Feed

In this video we review the Firm Feed page. Here you can see most actions performed in Clio, such as Contact and Matter creation, deletions, and more.

Reports

In this video we review the Reports tab. On this page you can generate Reports specific to your firm's invoicing information and more.

Security

In this video we review Clio's Security information.

Tasks

In this video we review Clio's Tasks page. Here you can track your daily to-do's.

Text Snippets

In this video we review Clio's Text Snippets tool. This tool allows you to auto-complete short sentences or statements for fast Time tracking or note taking.

Trust Requests

In this video we review Clio's Trust Request tool. This tool allows you to request funds for Trust from your Clients.

 

Clio's Accounting Integrations

Clio + Quickbooks Desktop

Here we cover Clio's export/import process to the desktop version of Quickbooks.

Clio + Quickbooks Online

Learn about our integration with Quickbooks Online!

Clio + Xero

Interested in Cloud Accounting? This video reviews our integration with Xero and what that means for your billing cycle.

 

Clio Workflows

Billing Workflow

In this video series we walk from start-to-finish in creating a Billing Workflow for your firm.

Document Automation Workflow

In this video series we walk from start-to-finish in creating a Document Automation Workflow for your firm.

Tasks Workflow

In this video series we discuss creating individual Tasks, and Task Lists, and how a workflow can be implemented with the creation of a Matter.